Attend this two-hour 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); long term care planning; planning for mature, immature, dysfunctional, and postponed beneficiaries; and planning for “nuclear” vs “blended” families.
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? This course is intended to help you answer these important questions.
Note(s): Students will receive a Zoom invitation link before the first class.
All classes are utilizing distance learning via the internet on Zoom. Due to COVID-19 restrictions, in-person classroom instruction is not available. When on-campus instruction becomes available and is safe for students and teachers, we will modify accordingly.
Instructor Bio: Katelyn M. Phillips’ law practice focuses on estate planning, conservatorships (with an emphasis on limited conservatorships), probate, and trust administration. She is a native of Castro Valley, and practices alongside her father (another Castro Valley native), James J. Phillips, at Phillips & Phillips, with offices in Castro Valley and Pleasanton. To learn more, visit www.phillipslaw.us
