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Funding Your Trust Client Appreciation Workshop – CAMPBELL

Type: seminarCategory: Client Seminars Date: November 13 Time: 02:00 PM - 03:30 PM Venue: Litherland, Kennedy & Associates, APC, Attorneys at Law, 3425 S. Bascom Avenue, Suite 240, Campbell, California 95008, Campbell, San Jose, Los Gatos, Saratoga, Santa Clara, Cupertino, Sunnyvale And Surrounding Areas,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Litherland, Kennedy & Associates, APC, Attorneys at Law DESCRIPTION:FUNDING YOUR TRUST: Do you still have assets to fund into your Living Trust? Find out how to properly transfer those assets into the name of your Trust As part of our commitment to help keep you informed on estate planning matters, we are hosting a Client Workshop on Funding Your Trust.  If you have assets that you have not yet retitled into your Living Trust, don’t miss this opportunity to learn how to transfer those assets and the importance of assuring your assets are properly funded into your Trust. We will discuss: How and Why to fund your trust [Read more...] ADDRESS:3425 S. Bascom Avenue, Suite 240, Campbell, California 95008 DTSTART:20181113T140000 DTEND:20181113T153000 URL;VALUE=URI:https://www.attorneyoffice.com/seminars/funding-your-trust-client-appreciation-workshop-campbell-8/ SUMMARY:Funding Your Trust Client Appreciation Workshop – CAMPBELL LOCATION:Litherland, Kennedy & Associates, APC, Attorneys at Law, 3425 S. Bascom Avenue, Suite 240, Campbell, California 95008, Campbell, San Jose, Los Gatos, Saratoga, Santa Clara, Cupertino, Sunnyvale And Surrounding Areas, PHONE: DTSTAMP:20210508T105657 UID:60966e79142de END:VEVENT END:VCALENDAR
      Funding Your Trust Client Appreciation Workshop – CAMPBELL.ics

FUNDING YOUR TRUST: Do you still have assets to fund into your Living Trust? Find out how to properly transfer those assets into the name of your Trust

As part of our commitment to help keep you informed on estate planning matters, we are hosting a Client Workshop on Funding Your Trust.  If you have assets that you have not yet retitled into your Living Trust, don’t miss this opportunity to learn how to transfer those assets and the importance of assuring your assets are properly funded into your Trust. We will discuss:
  • How and Why to fund your trust
  • Concerns about retirement account beneficiary designations and issues with Social Security trust accounts
  • We will also answer your funding questions.
Seating is limited to 25 people and reservations are required.
Event is due and cannot be registered at the moment