FREE EDUCATIONAL WORKSHOP

Maximize Tax Savings And Protect Yourself And Your Family

Join us for one of six educational workshops in Mobile or Baldwin County where we explain how we use Complex Trusts for most of our clients (instead of Living Trusts) to help our clients save on taxes, plan for nursing home issues, protect themselves from lawsuits and protect their families and provide other benefits.

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What We'll Cover

Living Trusts vs. Complex Trusts

Learn the differences between Wills, standard Living Trusts, and Complex Trusts, including why some families may benefit from a more customized Complex Trust rather than a one-size-fits-all Living Trust. We'll also cover the critical role of Powers of Attorney in safeguarding your future.

New Tax Laws in Effect This Year

We will give you information about the new tax rules, and we will discuss options that may be available for you to LEGALLY minimize taxes with certain types of Complex Trusts which will benefit individuals, married couples and small business owners.

Common Estate Planning Mistakes

- The beneficiary rules have changed, and we will explain that if you name a beneficiary on your retirement account, life insurance, bank accounts or investments, the person you name as the beneficiary MAY NOT END UP WITH THE ASSETS.

- Will your home be protected if you go into a nursing home? In the workshops, we will explain what you may be able to do (legally) to protect your home and other assets by using the right type of Trust.

- What are the dangers of having CHILDREN listed on BANK ACCOUNTS AND INVESTMENTS. We will explain why it may be EXTREMELY DANGEROUS to do this type of re-titling or gifting, and we will explain about legal options to plan for possible disability without triggering tax problems and other negative consequences.

Special Tax Benefits under the New Laws:

As a result of new laws that are now in place, people who have rental property, small businesses, or greatly appreciated assets (such as land or financial investments) may be able to save tens of thousands (or hundreds of thousands) of dollars in federal and state taxes simply by having the right type of Trust in place. We will explain in the Workshops why it has never been more important to understand the tax planning options that are available.

Are one of these Workshops for you?

In the classes, we will address questions like:

Why do so many people use Trusts instead of Wills?

What is the difference between a “Living Trust” and a “Complex Trust?”

How do different Complex Trusts work (such as TBE Trusts, CPT Trusts, Access Trusts, Legacy Trusts, MIDGTs, BDOT, and more)?

You want to avoid confusion and ensure your final wishes are followed.How can a Complex Trust help minimize taxes and protect family members from problems like divorces, lawsuits, bankruptcies, and creditors’ claims?

What TYPE of Trust is best for your situation?

If I have a trust, is my old trust out-of-date?

And, much more.

Join Thousands of Local Families

We have helped thousands of local families protect themselves and their family and save on taxes using Complex Trusts. Over the past 25 years the attorneys at the firm have taught hundreds of educational workshops along the Gulf Coast. These classes are for everyone. Everyone who attends will learn a huge amount of information taught only by attorneys.

About Your Speakers

C. Gary Hicks and Michael L. Cumpton will be teaching the workshops, along with some of our other lawyers. Mr. Hicks and Mr. Cumpton are both senior partners with the law firm of Ryan, Hicks, Cumpton & Cumpton, LLP. Mr. Hicks has been practicing law in south Alabama for over 44 years, and Mr. Cumpton has been practicing law here for over 34 years. All of the attorneys in our law firm practice exclusively in the areas of Tax, and Complex Trusts. Our firm helps clients (1) protect themselves and their family members, and (2) minimize taxes by using complex trusts and other legal tools. If you are new to estate and tax planning, or have already have a trust and want to learn more about whether your trust may be out-of-date, this workshop is a great place to start.

What to Expect During the Workshop

2 Hours of Clarity

We value your time. The session is packed with high-value info and concludes right on schedule.

No-Pressure Environment

This is an educational event. No products will be sold and no one will be pressured to sign anything.

A Free Workbook

All attendees receive a free workbook to take home written by the attorneys presenting the workshop which help further explain further many of the topics taught during the workshop.

Frequently Asked Questions

Is this really free?

Yes. We believe that an educated community makes better decisions for their families. There is no cost to attend and no obligation to hire our firm.

Do I need to bring any financial documents?

No. This is a general educational session. You don't need to bring any paperwork or bank statements to the workshop.

Should my spouse attend too?

We highly recommend it. Since estate planning affects your entire family, it's best if both decision-makers hear the information firsthand.

PHONE NUMBER

(251) 454-2803

EMAIL ADDRESS

[email protected]

C. Gary Hicks, Senior Partner

Michael L. Cumpton, Senior Partner

Ryan, Hicks, Cumpton & Cumpton, LLP

3523 Montlimar Plaza Drive

Mobile, Alabama 36609

251-342-8188

We are an estate planning law firm. We do not sell products or represent other companies. We provide only estate planning and tax planning services to our clients.