Financial Health: Using Trusts to Save on Taxes

  • April 15, 2026
  • 10:00 AM - 11:30 AM
  • Nina Iser Jewish Cultural Center and Zoom
  • 125

Registration

Registration is closed

Using Trusts to Save on Taxes  


Andy Krause, Esq.

J.P. Bratcher, Esq.

Moderated by Michael Feldman, J.D, CFP®

Registration Opens March 12, 2025


Using Trusts to Save on Taxes

      Andy Krause and J.P. Bratcher are Trusts & Estates Attorneys with decades of experience practicing law in Naples. They will discuss the use of trusts for estate planning and to manage and save on taxes.

        Note:

        This is the final program in the 2025-26 Financial Health series, held on the second Wednesday of each month during season. Chaired by Michael Feldman, the program covered a different topic each month, with knowledgeable speakers selected by Michael. 



         




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