Transferring your Co-Op’s stock and lease to your trust is usually a frustrating a time consuming endeavor. But knowing the process, costs, timeframes, and requirements can save your family 5x the frustration and costs when you pass away. Topics of discussion include:
- How to transfer your Co-Op to a revocable trust to avoid Probate
- When and why you may want your Co-Op owned by a Medicaid trust
- Ways to clean up loose ends for your apartments (spouse’s death, divorce, improper or missing documents) that you did not even know existed
- The additional assets and security you convey to your children by having your Co-Op avoid Probate when you die
The webinar’s speakers are:
- Daniel Timins, Esq., CFP®
Law Offices of Daniel Timins
Estate and Elder Law Attorney
