AEGIS Law Seminar: Protecting Those You Love Through A Trust

Your assets generally have a primary role of providing income for your retirement. However, a portion of those assets may also pass on to your loved ones.

Steven B. Spewak JD, LL.M. of AEGIS Law and Kurt D. Zoeller CWS® of Zoeller Asset Management cordially invite you to a very special and candid seminar to discuss achieving your estate planning goals for you and your family.

This may be a critical seminar if you want to protect yourself and your heirs from life’s unexpected circumstances like:
Losing their inheritance to Creditors
Losing their inheritance to Predators
Losing their inheritance to Divorcing Spouses
Being disinherited in the event that a surviving spouse remarries
In addition, we will explore how to take care of heirs who:
Are special needs children or adults

Are spendthrifts having difficulty holding on to money

May have substance abuse challenges

May have gambling challenges

Are vulnerable to fraud

We will also discuss:
Creating a legacy

Maximizing income tax deferral on IRAs

Avoiding the time and cost of probate

Date: Tuesday, October 16th or Wednesday, October 17th
Time: 6:00 pm, hors d’oeuvres and beverages served
Place: Missouri Athletic Club (MAC) West
1777 Des Peres Road
Town & Country, MO 63131
Hosted by: Steven B. Spewak, JD, LL.M. & Kurt D. Zoeller, CWS®
Co-Sponsored by: John Nicholas, Dunham Trust Company and Dunham & Associates

Do not miss this informative event! RSVP Today!

Jeana Bondi: (314) 454-9100 ext 100
jbondi@aegislaw.com

Please feel free to pass this information about this important seminar to others you believe will be interested. We will take reservations until we reach seating capacity.
jbondi@aegislaw.com

Please feel free to pass this information about this important seminar to others you believe will be interested. We will take reservations until we reach seating capacity.

For more information, contact Aegis Law.

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