Free Webinar July 19: Establishing Trusts for Special Situations

*Copper Leaf Financial is holding a free virtual townhall on Tuesday, July 19th: “Establishing Trusts for Special Situations.”

Tuesday, July 19th, 12-1pm ET

Registration Link:  

Trusts and the right kind of trustee could play an important role in your family’s future – especially for those with special situations. Join us for our next free virtual townhall and find out how proper planning and the use of special trusts could potentially benefit your family! 

Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Rebecca Halvorson of Cumberland Trust.  Specifically, we will discuss: 

  • How special trusts & trustees can help elderly family members by handling bill payment, coordinating home maintenance & moving, managing health care services or providers, and providing valuable trust administration for complex family situations.
  • How Special Needs Trusts can provide long-term support for families and beneficiaries with a sensitivity to government benefits and lifetime care.
  • How a trust and trustee services can help support family members with a history of substance abuse, or minors and others not yet in a position to take on certain responsibilities.

 Learn about Cumberland Trust and how Copper Leaf partners with client’s attorneys, accountants, and independent trust companies to serve the needs of families with unique special situations. Click here to register.

*Copper Leaf Financial is an affiliated and separately registered entity.


Similar Posts