Asset Protection & Estate Planning

Navigate Asset Protection & Estate Planning with Confidence

As a healthcare professional, your financial journey is uniquely complex—marked by high liability exposure, demanding schedules, and evolving family and business dynamics. That’s why Ledyard Private Banking invites you to an exclusive educational event featuring the legal experts at Dalton & Finegold, focused on Asset Protection Trusts and estate planning strategies designed specifically for medical professionals.

 What You’ll Learn:

• How Domestic Asset Protection Trusts (DAPT) can shield your assets from lawsuits and creditors 
• The role of Spendthrift Trusts and Revocable Living Trusts in securing your legacy 
• Estate planning essentials: wills, powers of attorney, and healthcare directives tailored to your profession 
• Real-world case studies from Ledyard clients who’ve successfully protected their wealth and planned for retirement 

Faculty

• Crosby Elliott, Esq., Dalton & Finegold, LLP - Attorney Crosby Elliott is a partner at the firm and assists individuals and families in all aspects of estate planning and trust and estate administration. Crosby’s experience in both planning and administration allow him to expertly advise clients through their many stages of life. Crosby prides himself on building relationships with clients to help simplify what can often be an overwhelming experience.

• Ledyard Bank's Private Banking Experts

Why Attend?

• Get expert insights from Dalton & Finegold, a trusted name in estate law
• Learn how Ledyard’s Private Banking team partners with you to simplify financial management and deliver concierge-level service 
• Discover how scenario planning can help you retire confidently and protect your family’s future.