Medicaid/Medi-Cal Planning Workshop - CAMPBELL

Description
This free Medicaid/Medi-Cal Planning Workshop will focus on how to protect your home from nursing home costs, how proper planning can protect your assets, the difference between immediate need and long term planning, what documents you need to plan properly, and how to use "medicaid triggers" in your planning.  

This workshop will be held at:  The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell.   This workshop is limited to 10 people and reservations are required.

This Worskhop is FULL.  We invite you to register for our Tuesday, June 17th Medi-Cal Planning Workshop.  Thank you.

SEMINAR FULL: REGISTRATION CLOSED

Living Trust Estate Planning Seminar - BEST WESTERN SEACLIFF INN, APTOS (Learn the Latest Facts About Wills, Trusts, Powers of Attorney and Medi-Cal Planning)

Description

You may have heard of Estate Planning but may think it does not apply to you or may not have taken the time to prepare an estate plan for your family yet.  The phrase “estate planning” applies to tools ranging from a simple will to a complex trust, depending on your particular situation. Your estate includes everything from your home, IRAs, 401(k), life insurance policies, and your personal property.  Most people feel that estate planning is only for the rich.  That is absolutely not true.

Most of our lives, we focus our energies on building wealth.  Yet, just as important is the process called Estate Planning.  It is our best hope for preserving wealth and ensuring that we are able to pass on as much as we can to our loved ones protected from taxes, long term care costs, probate, and life’s uncertainties such as divorce or creditor issues.

Attend this Free Seminar to Discover

-   The advantages and disadvantages of certain trusts and wills.

-    How to avoid losing your assets to nursing home and long term care costs.

-   How to provide for your spouse and children’s Health, Maintenance, Education and Support

-    How to protect assets inherited by your heirs from lawsuits, divorces, and other claims.

-    How to provide for special needs children and grandchildren.

-    How to protect against a living probate if you become disabled and are unable to manage your affairs…and why most plans fail to deal with it

To find out more about the benefits of proper estate planning, attend this free Seminar at:  Best Western SeaCliff Inn, 7500 Old Dominion Court, Aptos. Lunch from Severino's Grill will be served.  Registration is required.

Medicaid/Medi-Cal Planning Workshop - CAMPBELL

Description
This free Medicaid/Medi-Cal Planning Workshop will focus on how to protect your home from nursing home costs, how proper planning can protect your assets, the difference between immediate need and long term planning, what documents you need to plan properly, and how to use "medicaid triggers" in your planning.  

This workshop will be held at:  The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell.   This workshop is limited to 10 people and reservations are required.

This Worskhop is FULL.  We invite you to register for our Tuesday, June 17th Medi-Cal Planning Workshop.  Thank you.

SEMINAR FULL: REGISTRATION CLOSED

Living Trust Estate Planning Seminar -VIVA! RESTAURANT, LOS GATOS (Learn the Latest Facts About Wills, Trusts, Powers of Attorney and Medi-Cal Planning)

Viva! Restaurant
15970 Los Gatos Boulevard
Los Gatos, CA

Description

You may have heard of Estate Planning but may think it does not apply to you or may not have taken the time to prepare an estate plan for your family yet.  The phrase “estate planning” applies to tools ranging from a simple will to a complex trust, depending on your particular situation. Your estate includes everything from your home, IRAs, 401(k), life insurance policies, and your personal property.  Most people feel that estate planning is only for the rich.  That is absolutely not true.

Most of our lives, we focus our energies on building wealth.  Yet, just as important is the process called Estate Planning.  It is our best hope for preserving wealth and ensuring that we are able to pass on as much as we can to our loved ones protected from taxes, long term care costs, probate, and life’s uncertainties such as divorce or creditor issues.

Attend this Free Seminar to Discover

-   The advantages and disadvantages of certain trusts and wills.

-    How to avoid losing your assets to nursing home and long term care costs.

-   How to provide for your spouse and children’s Health, Maintenance, Education and Support

-    How to protect assets inherited by your heirs from lawsuits, divorces, and other claims.

-    How to provide for special needs children and grandchildren.

-    How to protect against a living probate if you become disabled and are unable to manage your affairs…and why most plans fail to deal with it

To find out more about the benefits of proper estate planning, attend this free Seminar at:  Viva!, 15970 Los Gatos Boulevard, Los Gatos.  Dinner will be served.  Registration is required.

Living Trust Estate Planning Seminar - DECATHLON CLUB, SANTA CLARA (Learn the Latest Facts About Wills, Trusts, Powers of Attorney and Medi-Cal Planning)

Description

You may have heard of Estate Planning but may think it does not apply to you or may not have taken the time to prepare an estate plan for your family yet.  The phrase “estate planning” applies to tools ranging from a simple will to a complex trust, depending on your particular situation. Your estate includes everything from your home, IRAs, 401(k), life insurance policies, and your personal property.  Most people feel that estate planning is only for the rich.  That is absolutely not true.

Most of our lives, we focus our energies on building wealth.  Yet, just as important is the process called Estate Planning.  It is our best hope for preserving wealth and ensuring that we are able to pass on as much as we can to our loved ones protected from taxes, long term care costs, probate, and life’s uncertainties such as divorce or creditor issues.

Attend this Free Seminar to Discover

-   The advantages and disadvantages of certain trusts and wills.

-    How to avoid losing your assets to nursing home and long term care costs.

-   How to provide for your spouse and children’s Health, Maintenance, Education and Support

-    How to protect assets inherited by your heirs from lawsuits, divorces, and other claims.

-    How to provide for special needs children and grandchildren.

-    How to protect against a living probate if you become disabled and are unable to manage your affairs…and why most plans fail to deal with it

To find out more about the benefits of proper estate planning, attend this free Seminar at:  Decathlon Club, 3250 Central Expressway, Santa Clara.  Dinner will be served.  Registration is required.

Estate Planning for Financial Advisors Continuing Education Program

Description
Description:

Benefits

This program qualifies for 12 hours of Continuing Education credits for financial professionals (Certified Public Accountants, Insurance Agents, Certified Financial Planners, Chartered Financial Consultants, Chartered Life Underwriters, Enrolled Agents, and Attorneys).  You will also receive an opportunity to network with other professionals and free parking.  Dinner will be provided.

Method of Presentation

This Twelve-Part course, sponsored by the prestigious American Academy of Estate Planning Attorneys, will be presented in four three-hour lectures accompanied by a power point presentation with regular question and answer sessions. Each lecture will cover one to four parts, depending on length and complexity. This is a small, focused, interactive class limited to 9 participants.

Dates and Time:

This course will be held from 6:30 p.m. to 9:30 p.m. on four consecutive Wednesdays starting May 28 (class dates are May 28, June 4, 11 and 18).  Dinner will be provided.

Location:

This course will be held at:  The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell, CA 95008.

Tuition:

The cost for this class is $175 if you register by Friday, May 16th and $275 if you register after May 16th.   Register with a friend by Friday, May 16th and your reduced tuition is $150/person. We encourage you to register early because these small classes fill up quickly.

CE Course #80385

This Course is FULL.  We will be offering this Course again on October 7, 14, 21 and 28 from 6:30 - 9:30 pm at our Campbell office.  We encourage you to consider registering now to ensure you will have a seat in the Fall.

SEMINAR FULL: REGISTRATION CLOSED

Living Trust Seminar - SANTA CLARA

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 if your estate exceeds $2,000,000.

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:  KeyPoint Credit Union, 2805 Bowers Avenue, Santa Clara.  Refreshments will be served.

Medicaid/Medi-Cal Planning Workshop - CAMPBELL

Description
This free Medicaid/Medi-Cal Planning Workshop will focus on how to protect your home from nursing home costs, how proper planning can protect your assets, the difference between immediate need and long term planning, what documents you need to plan properly, and how to use "medicaid triggers" in your planning.  

This workshop will be held at:  The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell.   This workshop is limited to 10 people and reservations are required.

Continuing Education Luncheon - Irrevocable Life Insurance Trusts

Description
As part of our ongoing effort to work with other professionals in building their knowledge in estate planning, we would like to invite you to our upcoming Continuing Education Luncheon - Irrevocable Life Insurance Trusts.  This program qualifies for 2 hours of Continuing Education credits for CPA's, Insurance Agents, CFP's, Chartered Financial Consultants, Chartered Life Underwriters, Enrolled Agents, and Attorneys.

This class will be presented in one two-hour lecture, including a power point presentation and question and answer sessions. This is a small, focused, interactive class limited to 9 participants.

This class will be held at: The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell, CA 95008. Lunch will be provided. The cost for this class is $25. If you register with a friend, the reduced cost is $20 each.  We encourage you to register early because these classes fill up quickly.

Course #115078

Living Trust Seminar - CUPERTINO

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 if your estate exceeds $2,000,000.

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.

Living Trust Seminar - CAMPBELL

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 if your estate exceeds $2,000,000.

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 South Bascom Avenue, Campbell.  Refreshments will be served.

Living Trust Seminar - LOS GATOS

Los Gatos Lodge
50 Los Gatos-Saratoga Road
Los Gatos, California

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 if your estate exceeds $2,000,000.

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.

Living Trust Seminar - SAN JOSE

Silver Creek Valley Country Club
5460 Country Club Parkway
San Jose, California 95138

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 if your estate exceeds $2,000,000.

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:  Silver Creek Valley Country Club, 5460 Country Club Pkwy, San Jose. Continental Breakfast will be served.

Estate Planning for Financial Advisors Continuing Education Program

Description

Benefits

This program qualifies for 12 hours of Continuing Education credits for financial professionals (Certified Public Accountants, Insurance Agents, Certified Financial Planners, Chartered Financial Consultants, Chartered Life Underwriters, Enrolled Agents, and Attorneys).  You will also receive an opportunity to network with other professionals and free parking.  Dinner will be provided.

Method of Presentation

This Twelve-Part course, sponsored by the prestigious American Academy of Estate Planning Attorneys, will be presented in four three-hour lectures accompanied by a power point presentation with regular question and answer sessions. Each lecture will cover one to four parts, depending on length and complexity. This is a small, focused, interactive class limited to 9 participants.

Dates and Time:

This course will be held from 6:30 p.m. to 9:30 p.m. on four consecutive Wednesdays starting October 7 (class dates are October 7, 14, 21 and 28).  Dinner will be provided.

Location:

This course will be held at:  The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell, CA 95008.

Tuition:

The cost for this class is $175 if you register by Friday, September 26 and $275 if you register after September 26.   Register with a friend by Friday, September 26 and your reduced tuition is $150/person. We encourage you to register early because these small classes fill up quickly.

CE Course #80385