Planning for the future can feel overwhelming—but it doesn’t have to be. This straightforward, one-hour workshop is designed to help you understand the basics of trusts, estates, and essential planning steps you can take today to protect yourself and your loved ones.

In this session, you’ll learn:

• The difference between wills, trusts, and estates—and why they matter

• How trusts work and the benefits they offer
  Key documents everyone should have in place, like powers of attorney and healthcare directives

• How to avoid common pitfalls and costly delays in estate planning

• Practical steps to take now to ensure your wishes are honored and your family is supported

Led by Frank Julie. Frank is an experienced estate planning attorney with over 30 years of practice focused on trusts, estates, and tax-efficient wealth transfer strategies for high-net-worth individuals and business owners. He holds a JD from Brooklyn Law School and an LLM in Taxation from NYU, and has lectured widely on estate planning before leading legal and financial organizations.