Most homeowners assume their property will automatically pass to their loved ones. Many are surprised to learn that probate delays, creditor claims, or poorly structured documents can quickly disrupt those expectations.
Sometimes the issue is a lack of planning. In other cases, families have documents in place but misunderstand how certain tools actually work. Trusts and Lady Bird Deeds are both commonly used to transfer real estate, but they can produce very different outcomes when incapacity, death, or long-term care planning becomes a reality.
In this practical webinar, Ashley Tacher, Trusts and Estates Attorney at SJF Law Group, explains how each strategy works, where common gaps appear, and how proactive planning can help families avoid costly consequences before they arise.
Why Attend?
- You cannot protect what you do not fully understand.
- Once a crisis occurs, flexibility narrows, and corrective options often become limited.
- This session helps identify structural weaknesses before they create expense, delay, or unintended exposure.
- Early insight allows you to align your estate plan with your long-term protection goals.
- Attendees leave with a clearer framework for protecting their home and preserving their legacy.
Register Today!
33days
18hours
42minutes
03seconds
What You’ll Learn
In this Legal Lunchbox session, you’ll learn:
- How Trusts and Lady Bird Deeds function during your lifetime and at death
- What control you maintain over your property with each option
- Key factors that help determine whether a trust or a Lady Bird deed may be appropriate
Reserve your virtual spot today.
Why Expertise Matters
Ashley Tacher, Esq., focuses on estate planning and trust administration at SJF Law Group, advising clients on estate structures that withstand real-world scrutiny. Her work focuses on preventing disputes, minimizing exposure, and ensuring that estate plans function as intended when families need them most.
Her experience provides practical insight into how these tools perform in practice, offering attendees the clarity needed to make informed, confident decisions about their most valuable asset.
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