Estate Planning and Trust

If you want your assets and beloved ones protected when you are no longer able to, you will need an estate plan. Without one, your heirs could face huge tax burdens, and the courts could designate how your assets are divided.

Estate planning is not only for the wealthy.

In the U.S., laws related to wills, transferable assets, and related taxes are different for citizens and non-citizens. This education program, presented by a seasoned attorney in tax, trusts, and estates practices, is designed to improve your financial knowledge and to ensure access to tools, information, and opportunities to build skills to make well-informed financial decisions and achieve life goals.

The program will consist of a one-hour presentation in English and half hour clarification in both English and Chinese, to cover basics of estate planning.

About the Speaker: Walter Impert is a Partner in Dorsey & Whitney’s Tax, Trusts and Estates practice group. His practice focuses on all aspects of wealth management, including estate planning, business organization and succession planning, charitable organizations, estate and trust administration, and estate and trust litigation. Walter serves as a member of the firm’s Policy Committee (Board of Directors) and serves as a Senior Vice President and Director of the Dorsey & Whitney Trust Company.

Registration is free. RSVP is required. RSVP HERE.