Asset Protection & Trust Funding and Asset Location
Join us for an Estate Planning Law Center No Cost Exclusive TLC Member ONLY Presentation from Jennifer M. McDonnell, Esq. and Michael Schram!
Thursday, May 29th
2:00pm
Legacy Education Center
555 French Road
New Hartford, NY 13413
Presented by Jennifer M. McDonnell, Esq., Estate Planning Law Center, and Michael Schram, Northwestern Mutual
Knowing the placement of your investments across taxable, tax-deferred, and tax-free accounts is significant! Protecting your assets from potential legal threats and ensuring your trust is properly funded is critical! Join us for a FREE education presentation for TLC Members only!
What You’ll Learn:
- What is the next 10-year spend down rule associated with pre-tax accounts and what impact can this have on my heirs?
- How are assets invested? Are they diversified?
- How are my assets titled?
- IRA beneficiary: spouse vs. trust vs. others.
- And much more
Who Should Attend?
- Individuals and families wanting to protect their wealth and ensure their financial assets are structured for long-term efficiency.
- If you’re approaching retirement, managing a growing portfolio, or want to make sure your estate plan is properly funded and aligned with your goals.
- Anyone who has a trust in place—or is considering one—and wants to avoid common mistakes that can undermine even the best planning.
- Financially minded professionals, business owners, and high-net-worth individuals will all benefit from the actionable strategies shared by both a financial advisor and an estate planning attorney.
Why Asset Location and Asset Protection & Trust Funding are Important
Asset location ensures your investments are placed in the right types of accounts—taxable, tax-deferred, or tax-free- to maximize after-tax returns and long-term growth. Without this strategy, you could unintentionally erode your wealth through unnecessary taxes. On the legal side, properly funding a trust and protecting your assets helps safeguard everything you’ve worked for from lawsuits, creditors, and probate delays. Many people create trusts but fail to fund them correctly, which can render the entire plan ineffective. Together, these strategies help ensure your wealth is both growing efficiently and protected for future generations.
What to Expect at the Event
- A relaxed, informative session led by an experienced professional
- Practical guidance on asset location and asset protection & trust funding
- A chance to ask questions and get personalized insights
