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VITAL INFORMATION ABOUT WILLS, TRUSTS AND ESTATE PLANS

Due to the weather the event date listed on the invite you received has changed. The new event date is, Thursday , January 30, 2025, at 10am.

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What You'll Learn

  • Secrets of the Wealthy – How to protect your family from lawsuits, creditors, divorce, and remarriage.
  • Accidental Disinheritance – Why your children may be at risk and how to avoid it.
  • Essential Estate Planning Documents – Learn which legal documents are most important and why.
  • Power of Attorney – The true importance of a powerful power of attorney and why some documents fall short.
  • Health Care – How the right documents can keep your family from fighting about your age-related care.
  • Longevity Risks – Keep your life savings and retirement accounts from being wiped out by long-term care costs.
  • Gifting Mistakes – Why you need to be aware of joint accounts and gifting assets to your adult children.
  • Asset Transfer – How to reduce or eliminate taxes, avoid probate, and pass things to your family quickly and privately.
  • Bonus Topics – Medicaid, VA benefits, Long-Term Care alternatives and more!

Featured Speaker

Megone Trewick, Estate Planning Lead Attorney and Director at The Law Office of Bryan Fagan

Megone Trewick is the director of the Estate Planning, Probate and Guardianship Department. She is a lead attorney with the Law Office of Bryan Fagan, PLLC, and focuses her practice on Estate Planning and Probate Law matters. She approaches her cases with a passionate belief that it is her duty and privilege to provide her clients with personalized advocacy.

While she currently represents clients in Probate, Guardianship, and Estate Planning matters. She is focused on expanding her Estate Planning practice. She enjoys utilizing her experience to ensure her clients receive the legal tools they need to protect themselves and their loved ones should the unexpected happen.

Megone has more than 14 years of experience in Estate Planning, Real Estate Law, and Probate Law. She is a graduate of the Levin College of Law at the University of Florida and has continued her education by pursuing certifications in Environmental Law and Land Use as well as International and Comparative Law.

Outside of the office, Megone enjoys spending time with her ridiculously handsome husband and three children. Faith is an important part of Megone’s life, and she prioritizes being active in her home church. She is also an avid singles tennis player, although a torn ACL has her contemplating spending more time playing doubles.

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The information provided at the seminar is for educational purposes only and does not constitute legal advice. Individual situations may vary, and attendees are encouraged to consult with a qualified attorney for personalized advice. Event(s) not sponsored nor endorsed by the venue. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the venue and its employees.