Are you uncertain about how to plan your estate? Do you wonder whether you need a trust or who to put in charge of your estate? Would you like to know how to save taxes for your heirs or how best to have your beneficiaries receive their inheritance?
This course is intended to help address these types of uncertainties. Attend this two-hour course and receive guidance through the maze of options involved in estate and trust planning. Spring time is the perfect season to give your “financial house” a good cleaning!
Topics include living trust, wills, powers of attorney for health and financial affairs, tax planning, long term care planning, and planning for mature, immature, dysfunctional, and postponed beneficiaries.
Instructor: James J. Phillips is a certified specialist in estate planning, probate, and trust law with over 30 years of experience. He holds an LL.M. post-graduate law degree in taxation. Highest rating (AV) of professional excellence by Martindale-Hubbell Law Directory since 1990. Included annually in Northern California Super Lawyers since its inception. He is native of Castro Valley and a 1972 graduate of CVHS.