Saturday, December 3
9:00 am – Trustee and Power of Attorney School
10:30 am – Taxes, Medi-Cal, and Trust Administration…Oh My!
Trustee and Power of Attorney Online School – 9:00 am
Join us with your adult children, Successor Trustees, Executors, and Power of Attorney Agents at this unique class. Attendees will learn what to do after someone dies or is incapacitated and the role that various people and estate planning documents play in the process. We will also cover tips and recommendations on what you can do now to prepare for the future.
Taxes, Medi-Cal, and Trust Administration…Oh My! – 10:30 am
Our clients and their friends and family are invited to join us online for this session as we discuss:
- Tax Updates
- Changes to the Medi-Cal Asset Test for Long Term Care
- The Trust Administration Process – A Roadmap
Having an estate plan in place is perhaps the most important step in passing on your legacy; understanding and maintaining your plan is equally as important. We encourage you to take advantage of this free event.
Please note that registration will be for both sessions above, and you can decide whether you would like to attend one session or both. We will have a short intermission before the 10:30 topics.
We look forward to seeing you!
Yes! Send me the instructions on how to join this client appreciation webinar!
About the Speaker:
About Litherland, Kennedy & Associates
We have been providing quality estate planning services in the Greater Bay Area since 1975. Our firm is committed to helping those concerned with protecting their families from the devastating legal effects of disability and death. With the aid of public seminars, educational presentations, articles, and radio/television interviews, we have championed the use of revocable living trusts as a proven way to protect families from probate, to minimize or eliminate federal estate taxes, and to prevent the Medi-Cal Recovery lien. We are members of the American Academy of Estate Planning Attorneys and National Academy of Elder Law Attorneys.