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Seminars Category: Client Seminars

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Thu 13
Date: May 13 Time: 01:00 PM - 02:30 PM Type: seminarCategory: Client Seminars
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,
Details

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.


Sat 15
Date: May 15 Time: 10:00 AM - 11:30 AM Type: seminarCategory: Client Seminars
Venue: Litherland, Kennedy & Associates, APC, Attorneys at Law, 3425 S. Bascom Avenue, Suite 240, Campbell, California 95008, Campbell, San Jose, Saratoga, Los Gatos, Sunnyvale, Santa Clara, Cupertino, Morgan Hill, Milpitas, Los Altos, Los Altos Hills,
Details

Client Review Workshop

Has it been more than 5 years since you’ve signed your living trust estate plan with our office?  Have you been unable to attend our recent client appreciation seminars?

In this workshop, we will discuss:

  • The importance of assuring that your estate plan reflects your current wishes
  • Updates in the law with regard to estate planning and Medi-Cal planning
  • We will also answer your questions

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.

Seating is limited. Reservations are required.

Note:  Please do NOT bring your estate planning documents/binder with you to this workshop. Unfortunately, the attorney does not have the time to review documents during the workshop.  After attending the workshop, we would be happy to schedule a free personal consultation where the attorney can discuss your documents with you.


Thu 12
Date: August 12 Time: 02:00 PM - 04:00 PM Type: seminarCategory: Client Seminars
Venue: Litherland, Kennedy & Associates, APC, Attorneys at Law, 3425 S. Bascom Avenue, Suite 240, Campbell,
Details

Will your family know what to do upon your death or incapacity?  Do they know which of your estate planning documents they will need to use and when to use them?

Join us from the comfort of your home with your adult children, Successor Trustees, Executors and Power of Attorney Agents at this unique class.

Participants 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.  Being prepared to implement an estate plan is just as important as creating an estate plan.

FREE to Litherland, Kennedy & Associates, APC clients, their family, and their Trustees/Agents.  Reservations are required.

Presented by Attorneys Justin M. Kennedy and Magdalena A. LaBranch-Gonzales