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Funding Your Trust Client Appreciation Workshop – CAMPBELL (Workshop ADDED)

Type: seminarCategory: Special Needs Date: August 11 Time: 04:00 PM - 05:30 PM Venue: Litherland, Kennedy & Associates, APC, Attorneys at Law, 3425 S. Bascom Avenue, Suite 240, Campbell, CA 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:Find out how to properly transfer those assets into the name of your Trust at this Workshop presented by Associate Attorney, Justin M. Kennedy 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. This workshop will be presented by associate attorney, Justin M. Kennedy.  Justin will discuss: [Read more...] ADDRESS:3425 S. Bascom Avenue, Suite 240, Campbell, CA 95008 DTSTART:20160811T160000 DTEND:20160811T173000 URL;VALUE=URI:https://www.attorneyoffice.com/seminars/funding-your-trust-client-appreciation-workshop-campbell-workshop-added/ SUMMARY:Funding Your Trust Client Appreciation Workshop – CAMPBELL (Workshop ADDED) LOCATION:Litherland, Kennedy & Associates, APC, Attorneys at Law, 3425 S. Bascom Avenue, Suite 240, Campbell, CA 95008, Campbell, San Jose, Los Gatos, Saratoga, Santa Clara, Cupertino, Sunnyvale And Surrounding Areas, PHONE: DTSTAMP:20210508T033708 UID:60960764b29a9 END:VEVENT END:VCALENDAR
      Funding Your Trust Client Appreciation Workshop – CAMPBELL (Workshop ADDED).ics

Find out how to properly transfer those assets into the name of your Trust at this Workshop presented by Associate Attorney, Justin M. Kennedy

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. This workshop will be presented by associate attorney, Justin M. Kennedy.  Justin will discuss:
  • How and Why to fund your trust
  • Concerns about retirement account beneficiary designations and issues with Social Security trust accounts
Justin will also answer your funding questions. Seating is limited to 20 people and reservations are required.  Please register by Wednesday, August 10th.
Event is due and cannot be registered at the moment