• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Knowledgeable Aging

Resources for the Aging Population

How to make sure your estate goes to the right people

Here’s What You’ll Learn:

  • How can I make sure my estate goes to the people I want it to go to?
  • You mentioned you can leave assets to the people you want either outright or in trust. Explain
    that a little more.
  • What is a Testamentary Trust?
  • So, what does a Trust for a minor or young adult say?
  • What does the Trustee do?
  • Who should I name as Trustee?

Listen to the Podcast

  • 1:05 – Making sure your estate goes to the right people
  • 2:28 – Leaving your estate outright vs a trust
  • 5:10 – What is a testamentary trust
  • 9:35 – Do I need an attorney in multiple states for a trust
  • 10:37 – What does the trust for a minor have to say
  • 16:38 – Role of the trustee
  • 19:16 – Who do I name as my trustee
  • 24:28 – You can change your trustee
  • 26:00 – Questions
Lindsey Sarowitz

Lindsey B. Sarowitz has been with Handler & Levine, LLC, since 2013.  Ms. Sarowitz is an associate with the firm, and regularly represents individuals, including Federal government employees, in preparing their estate plans, consisting of wills, trusts, powers of attorney, health care directives and other estate planning documents. She also represents Estates and Trustees in regard to decedent’s issues, helping guide families through probate and trust administration following the loss of a loved one.

Ms. Sarowitz graduated from American University in Washington, D.C. with a degree in Justice.  She received her law degree from Thomas Jefferson School of Law, in San Diego, CA. Ms. Sarowitz is a member of the Bar in Maryland and the District of Columbia, and practices regularly in both jurisdictions.  She is originally from New York, and currently lives in Bethesda, Maryland.

Learn More

Footer

Main Navigation

  • Home
  • About
  • Webinars
  • Blog
  • Podcasts
  • Newsletter

Aging Topics

  • Coronavirus
  • Financial
  • Health & Wellness
  • Housing
  • Legal

About Us

  • Our Mission
  • Collaborators
  • Contact Us
  • Policies & Agreements

Knowledgeable Aging®, LLC 2022. The views, thoughts, and opinions expressed in this video are solely those of the speaker, and not necessarily those of Knowledgeable Aging®, LLC. or its employees, organization, committee(s) or other group or individual. The presented content does not provide or constitute medical, financial or legal advice. The content is for information purposes only. Viewing or listening to the content does not constitute a physician-patient, dentist-patient, fiduciary-client or attorney-client relationship.

Copyright 2021, Knowledgeable Aging.
All Rights Reserved.
  • About
    • Mission
    • Collaborators
    • Contact Us
  • Webinars
    • Upcoming
      • Coronavirus
      • Financial
      • Health & Wellness
      • Housing
      • Legal
    • Archived
      • Coronavirus
      • Financial
      • Health & Wellness
      • Housing
      • Legal
  • Blog
    • Coronavirus
    • Financial
    • Health & Wellness
    • Housing
    • Legal
  • Podcasts
    • Coronavirus
    • Financial
    • Health & Wellness
    • Housing
    • Legal
  • Newsletter
  • Learning Center
  • PRO