x

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

Type: seminarCategory: Special Needs Date: August 9 Time: 04:00 PM - 05:30 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,
Google Map
  • + Calendar
    • Google Calendar
    • Outlook Calendar
    • Download ICS File
    • 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 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. [Read more...] ADDRESS:3425 S. Bascom Avenue, Suite 240, Campbell, California 95008 DTSTART:20160809T160000 DTEND:20160809T173000 URL;VALUE=URI:https://www.attorneyoffice.com/seminars/funding-your-trust-client-appreciation-workshop-campbell-workshop-full-5/ SUMMARY:Funding Your Trust Client Appreciation Workshop – CAMPBELL (Workshop FULL) 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:20210803T130155 UID:61093e430a467 END:VEVENT END:VCALENDAR
      Funding Your Trust Client Appreciation Workshop – CAMPBELL (Workshop FULL).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 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. This workshop is FULL.  To be added to a wait-list in the event of cancellations, please call (408) 356-9200 or (831) 476-2400. NOTE:  We've added another Funding Your Trust Workshop on Thursday, August 11th.  We invite you to register for that added workshop.  
Event is due and cannot be registered at the moment