Thursday, January 18, 2018
Tuesday, February 13, 2018
Thursday, February 15, 2018
Lafayette Park Hotel & Spa
3287 Mount Diablo Blvd.
Lafayette, CA 94549
Estate planning is dead! Asset protection planning is alive and well! Do you have a modern plan or a traditional “probate” trust? Unfortunately you may not know until it is too late!
Your modern trust must be consistent with recent law changes to protect you and your family. Make sure it will:
~ Go to your children, even if your spouse remarries after your death;
~ Protect your assets. Most living revocable trusts do nothing to protect your assets from a devastating illness;
~ Minimize taxes in your retirement plans by taking advantage of new tax strategies under the Pension Protection Act of 2008;
~ Take advantage of new estate and income tax planning opportunities; and
~ Protect your children’s inheritance from divorce, lawsuits, creditors and double estate taxes.
Find out whether your trust passes the test! Come to this free seminar by reknowned attorney Reed Scott, MBA, JD, LL.M. (Tax), partner at Youngman Ericsson Scott, LLP in Walnut Creek.
Free to attend, dinner provided. Advance registration required.
REGISTER ONLINE HERE, RSVP to firstname.lastname@example.org or call (925) 930-6000.