Living Trust and Estate Planning

Instructor: Phillips

Would you like to know how to save income, property, and estate taxes for your heirs or how best to have your beneficiaries receive their inheritance? Are you uncertain about how to plan your estate? Do you wonder how the new tax laws impact your estate planning? Do you wonder whether you need a trust or who to put in charge of your estate?

Attend this course and receive guidance through the key options involved in estate and trust planning. Topics include: preparing and updating living trusts, wills, advance health care directives, durable general powers of attorney; titling your assets; IRA beneficiaries; planning to reduce tax (property, estate, and income tax); longterm care planning; planning for mature, immature, dysfunctional, and postponed beneficiaries; and planning for “nuclear” vs “blended” families.

Instructor Bio: 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. He is a native of Castro Valley and a 1972 graduate of CVHS.He practices with his daughter, Katelyn M. Phillips, at Phillips & Phillips with offices in Castro Valley and Pleasanton. www.phillipslaw.us
back to top
  • Date(s): 4/7
  • Day(s): Tuesday
  • Time: 6:30pm - 8:30pm
  • Location: Room 13
  • Sessions: 1 class
  • Fees: $35
  • Register By: April 3
  • Course Code: 910600
  • Register

For Students

For Staff

About CVACE

Services

Castro Valley Adult and Career Education

Serving the community since 1969

4430 Alma Avenue
Castro Valley, CA 94546		 P: 510-886-1000
F: 510-537-8537
Email us
castro-valley-unified-school-district A Division of Castro Valley Unified School District

california-adult-schools green-ribbon-certified-2011-12 california-council-for-adult-education

CVUSD is committed to providing equal opportunity for all individuals in education. District programs, activities, and practices shall be free from discrimination, intimidation, harassment and bullying based on race, color, ancestry, national origin, ethnic group identification, age, religion, marital or parental status, physical or mental disability, sex, sexual orientation, gender, gender identity or expression, or genetic information; the perception of one or more of such characteristics; or association with a person or group with one or more of these actual or perceived characteristics. Violations of this policy should be reported immediately to the site administrator(s) at District Schools. Inquiries regarding the non-discrimination policies: Director of Student Services, 4400 Alma Avenue, Castro Valley CA 94546, 510-537-3000 x 1257

  • Copyright © 2020 Castro Valley Adult and Career Education | Website Design, Development & Support: PowerPro Live