Money Matters, Online: Trust In Your Trust, Part 1

"This event will be online only"

Elder Law Attorney Ronald Fatoullah, Esq., discusses the differences and advantages of Wills and Trusts.

The discussion includes: What is a Will?; Who are the parties to a Will?; How are basic wills structured? What is a trust?; Who are the parties to a Trust?; How are basic Trusts structured? Gain an understanding of the basics of gift and estate taxes; Revocable vs. Irrevocable Trusts; Simple vs. Complex Trusts; and Inter Vivos Vs. Testamentary Trusts.

Part of the Retirement A to Z series

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About The Presenter:

Ronald Fatoullah, Esq.

Ronald Fatoullah is principal and founder of Ronald Fatoullah & Associates, perennially recognized as one of New York’s top elder law firms. For more than 30 years, Mr. Fatoullah has been devoted to advising New Yorkers about the legal and financial challenges of aging. The firm is highly regarded for its contributions and expertise in estate planning and administration, Medicaid planning, special needs planning, wills and trusts, probate, guardianships, and estate and guardianship litigation.

A certified elder law attorney, Ron currently chairs the Executive Committee of the Elder Law Section of the New York State Bar Association's Financial Planning and Investments committee; recently chaired the Board of the Alzheimer's Association's Long Island Chapter; and served on the Executive Council of AARP New York.

He is a ‘Fellow’ of the National Academy of Elder Law Attorneys, the highest honor bestowed by the organization. Ron lectures frequently on aging, elder law, and estate planning; has appeared on numerous radio and television programs; and has been quoted in The New York Times, Newsday, The Wall Street Journal, the New York Law Journal, and Kiplinger's. He has been honored by many organizations for his achievements and contributions to the senior community. He is also a partner of Brightside Advisors, a wealth management company with offices in New York and Los Angeles.

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