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10/24/13


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David Torchinsky to share Pros and Cons of Living Trusts

Date: October 24, 2013

Time: 1:00pm - 1:45pm

Speaker(s): David B. Torchinsky

Event Type: Speaking Engagement

Sponsored By: Association of Practicing Certified Public Accountants

Location: Manor Country Club, 14901 Carrolton Road, Rockville, Maryland 20853

David Torchinsky will speak to members of the Association of Practicing Certified Public Accountants at the organization's 2013 Estate Day on October 24.  He will discuss the "Pros and Cons of Living Trusts" following the abbreviated outline provided below.

  • Definition of a Trust
  • Three Parties to a Trust
  • Revocable Trust or "Living Trust"
  • Advantages of Revocable Trusts
  • Disadvantages of Revocable Trusts
  • Myths of Revocable Trusts
  • Joint Revocable Trusts
  • No "One-Size-Fits-All" Approach to Revocable Trusts
  • Roles of Fiduciaries (fiduciary, trustee, personal representative)
  • Selecting a Fiduciary

For more information or to register, please contact the Association of Practicing Certified Public Accountants at 301-340-3340.

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