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      THE LIVING TRUST SEMINAR (SAN JOSE) in San Jose

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      June 29, 2013

      Saturday   9:00 AM (on various days)

      1777 Saratoga Ave.
      San Jose, California 95129

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      EVENT DETAILS
      THE LIVING TRUST SEMINAR (SAN JOSE)

      In this seminar, you"ll discover:

      What happens if you don't have an estate plan for your family;

      What is Probate, and how it can impact your family if they are forced to use it to handle your estate after your death;

      How using many common estate planning methods to avoid Probate can still have your estate end up in Probate;

      The truth about Joint Tenancy ownership, and how Community Property ownership for married couples is a better alternative;

      The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts;

      What happens if you become incapacitated, and how having a Will does not protect you;

      How using free estate planning forms available at hospitals and stationary stores or downloaded from the Internet can create problems for your family;

      How the use of a well-drafted Living Trust can solve the inherent problems with other estate planning methods;

      How to build a "Castle" using a Dynasty Trust around the inheritance you leave to your spouse, partner, children or other heirs that can prevent it from being lost through financial mismanagement, drug, alcohol, or gambling abuse, divorce, death, bankruptcy and lawsuits;

      How to protect your special needs relative's inheritance without jeopardizing their eligibility for government assistance;

      How to protect your young children from foster care and other hazards if something happens to you;

      How to pass on an inheritance to your children or other heirs free from income tax and future Death Tax;

      How you can pass on your retirement plans and IRAs to your children or other heirs while providing the maximum growth potential and asset protection;

      How the use of a Trust Protector; can provide ongoing oversight for your family's inheritance, including making changes that can deal with changes in the law and family circumstances.

      And much, much, more.


      BENEFIT: ATTENDEES WILL RECEIVE A GIFT CERTIFICATE GOOD FOR A 10% DISCOUNT OFF OF NORMAL LEGAL FEES FOR COMPREHENSIVE, CUSTOMIZED LIVING TRUST ESTATE PLAN

      SPACE IS LIMITED TO ABOUT 15 ATTENDEES, AND WALKUPS WILL ONLY BE ADMITTED IF SPACE IS AVAILABLE.

      Intended for residents of San Jose, Santa Clara, Sunnyvale, Cupertino, Campbell, Los Gatos, Monte Sereno, Saratoga, Palo Alto, Los Altos, Milpitas, Los Altos Hills, Alviso, Mountain View, Menlo Park, Redwood City, E. Palo Alto, Fremont, Newark, Hayward, Morgan Hill, Gilroy, Santa Cruz, Scotts Valley, and Felton. Also appropriate for residents of the Greater San Francisco Bay Area.

      Categories: Conferences & Tradeshows | Education

      This event repeats on various days:

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.
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