George Pessotti, President of the Greater New England Non Profit Speakers Bureau, SOFA, recently conducted a very informative workshop on Estate Planning Strategies. Specifically, we learned about Revocable Living Trusts, Wills, Durable Powers of Attorney and other planning tools. We were impressed with the fact that Mr. Pessotti has had 35 years of experience in this field and has knowledge of the tax consequences associated with improper asset titling and beneficiary designations.
We also learned how to obtain Real Estate listing using the CRT (Charitable Remainder Trust). We were educated about the Medicaid rules pertaining to single and married couples. Mr. Pessotti encouraged us to take action and stop procrastinating on important retirement planning issues.
The one-hour seminar flew by, and we all wished that we had more time listening to him. We look forward to another educational workshop in the future. As promised, there was "NO SELLING" at this informative educational workshop.
We had an excellent turnout and a great deal of enthusiasm with the clear and entertaining way that Mr. Pessotti presented this information. I would sincerely recommend that others attend his workshops. It was truly the best presentation of this topic that I have ever heard.