September 25th, 202511:30 a.m. CT
September 25th, 2025 | 11:30 a.m. CT
Virtual
Should You Have a Trust?
Trusts can be a powerful way to protect assets and ensure your wishes are carried out—but they aren’t one-size-fits-all. This session will cover the essentials to help you determine if a trust fits your estate plan, whether your goal is simplifying asset transfer, protecting loved ones, or gaining more control over your legacy. Join Chief Planning Officer Jeffrey Levine, who will break down the basics so you can better understand if a trust might be the right fit for your estate plan.
What You’ll Learn:
- The probate process – what it involves, how it works, and how a trust can help you avoid it
- Trust fundamentals – definitions, the parties involved, and the most common types of trusts
- Top reasons to use a trust – from privacy to asset protection to control over distributions
- Special considerations and limitations – when a trust may not be the right choice
- A tax overview – key tax implications and planning opportunities with trusts
This is for informational purposes only. The content does not purport to present a complete picture, but Focus Partners believes the information is representative of issues and needs facing some clients. This should not be construed as specific investment, tax, or legal advice. Individuals should seek advice from their wealth advisor or other advisors before undertaking actions in response to the matters discussed. No client or prospective should assume the above information serves as the receipt of, or substitute for, personalized individual advice. This represents the opinions of Focus Partners, may contain forward-looking statements, and presents information that may change. Nothing contained in this presentation may be relied upon as a guarantee, promise, assurance, or representation as to the future. Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives.RO-25-4741941
©2025 Focus Partners Wealth, LLC. All rights reserved.
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Featured Speakers
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Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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As the director of client development, Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Focus. His collaborative working relationship with Focus's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.
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