Living Trust Seminar on May 30th

"The Living Trust Seminar:

Inheritance Planning For

You and Your Family
in 2015 and Beyond"

 

Saturday

May 30th
8:30am to 9:30am

 

Come to my Living Trust Seminar to learn about:

 

What happens if you don't have an estate plan for your family;

  

What is Probate, and how it can impact your family if they are forced to use it to handle your estate after your death;

  

How using many common planning methods to avoid Probate can still have your estate end up in Probate;

  

The truth about Joint Tenancy ownership, and how Community Property ownership for married couples is a better alternative;

  

The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts;

  

What happens if you become incapacitated, and how having only a Will does not protect you;


How using free estate planning forms available at hospitals and stationary stores or downloaded from the Internet can create problems for your family;

  

How the use of a well-drafted Living Trust can solve the inherent problems with other estate planning methods;


How to build a "Castle" around the inheritance you leave to your spouse, partner, children or other heirs that can prevent it from being lost through financial mismanagement, drug, alcohol, or gambling abuse, divorce, death, bankruptcy and lawsuits;

  

How to protect your "special needs" relative's inheritance without jeopardizing their eligibility for government assistance;

  

How to protect your young children from foster care and other hazards if something happens to you;

  

How the use of a "Trust Protector" can provide ongoing oversight for your family's inheritance, including making changes that can deal with changes in the law and family circumstances.

  

The "permanent" increase in the federal estate tax exclusion that took effect in 2013 and will increase going forward ($5,430,000 here in 2015) 

  

And much, much, more.

  

Space is limited to about 15 attendees per seminar.
   
Preregistration is advised to assure a place.  Walk-ups will be admitted on if space is available.
  
Attendees will receive the following:

 

1)  A gift certificate good for a free consultation (value: $400.00) and a 10% discount off my flat fees for all levels of estate planning that I offer*; 

 

2) A hard copy of my 2015 edition of my estate planning brochure, "California Consumer Guide to Wills, Living Trusts and Estate Planning"

 

*Discount not valid with any other discount available through any legal plan, including CLC Incorporated, Ceridian, Lawpoint, Legalease, Workplace Benefits, or Caldwell Legal Plans, Gemini Crickets, or Los Madres Neighborhood Playgroups. The best discount will apply.

  

Each seminar is held at my Law Offices at 1777 Saratoga Avenue, Ste. 208, San Jose, CA 95129, 1.2 miles north of Highway 85 on Saratoga Avenue, at the intersection of Lawrence Expressway and Saratoga Avenue, across from El Paseo de Saratoga Shopping Center) 

 

Please consider forwarding this invitation or inviting a family member or friend to attend with you.