SEMINARS
If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.
To see what seminar topics we present on a regular basis, please review our Speaker Connection page.
Upcoming Estate Planning Seminars
FIND A SEMINAR IN YOUR AREA:
Free Living Trust Seminar - CUPERTINO
Area: Cupertino
Date: Wednesday, September 15, 2010
Time: 07:00 PM - 09:00 PM
Location: Hilton Garden Inn
Address:
Hilton Garden Inn
10741 N. Wolfe Road
Cupertino, CA
Description
If you own a home…or you have assets worth at least $100,000…you owe it to yourself - and your family - to get the facts on proper estate planning. If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!
Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning your estate may owe substantial estate taxes.
A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit.
To find out more about the benefits of proper estate planning, attend this free Living Trust Seminar at: Hilton Garden Inn, 10741 N. Wolfe Road, Cupertino. Refreshments will be served.
Free Living Trust Seminar - CAMPBELL
Area: Campbell
Date: Thursday, September 16, 2010
Time: 07:00 PM - 09:00 PM
Location: Pruneyard
Address:
Pruneyard Plaza Hotel
1995 South Bascom Avenue
Campbell, CA
Description
If you own a home…or you have assets worth at least $100,000…you owe it to yourself - and your family - to get the facts on proper estate planning. If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!
Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning your estate may owe substantial estate taxes.
A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit.
To find out more about the benefits of proper estate planning, attend this free Living Trust Seminar at: Pruneyard Plaza Hotel, 1995 S. Bascom Avenue, Campbell. Refreshments will be served.
Living Trust Seminar - LOS GATOS
Area: Los Gatos
Date: Saturday, September 18, 2010
Time: 10:00 AM - 12:00 PM
Location: Los Gatos Lodge
Address:
Los Gatos Lodge
50 Los Gatos-Saratoga Road
Los Gatos, CA
Description
If you own a home…or you have assets worth at least $100,000…you owe it to yourself - and your family - to get the facts on proper estate planning. If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!
Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning your estate may owe substantial estate taxes.
A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit.
To find out more about the benefits of proper estate planning, attend this free Living Trust Seminar at: Los Gatos Lodge, 50 Los Gatos-Saratoga Road, Los Gatos. Continental Breakfast will be served.
Free Living Trust Seminar - SANTA CLARA
Area: Santa Clara
Date: Saturday, September 25, 2010
Time: 10:00 AM - 12:00 PM
Location: Hyatt Regency Santa Clara
Address:
Hyatt Regency Santa Clara
5101 Great America Parkway
Santa Clara, CA
Description
If you own a home…or you have assets worth at least $100,000…you owe it to yourself - and your family - to get the facts on proper estate planning. If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!
Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning your estate may owe substantial estate taxes.
A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit.
To find out more about the benefits of proper estate planning, attend this free Living Trust Seminar at: Hyatt Regency Santa Clara, 5101 Great America Parkway, Santa Clara. Continental Breakfast will be served.
Advanced Estate (Tax) Planning Workshop
Area: Campbell
Date: Wednesday, October 13, 2010
Time: 04:30 PM - 06:00 PM
Location: The Law Offices of Roy W. Litherland
Address:
The Law Offices of Roy W. Litherland
3425 S. Bascom Avenue, Suite 240
Campbell, CA
Description
On January 1, 2011, the federal estate tax is scheduled to return but with a lower exemption of $1 million for individuals and $2 million for married couples, and a higher maximum tax rate of 55%. If you anticipate that your assets exceed these exemption amounts, we invite you to register for and attend this free Advanced Estate (Tax) Planning Workshop.
Seating is limited to 10 people and registration is required.
