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.
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. Included annually in Northern California Super Lawyers since its inception. He is 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
