Estate Planning: Legal Lessons for Life
Date, Time & Location
- 01/19/10, 12:00pm - 1:00pm, Gateway Center, 5250 Campanile Drive, Conference Room 3520
Summary
If I do not have an estate plan, what happens when my relatives die or are unable to make decisions? Do I need a will or a trust? What should a living trust include? What is probate and do I want to avoid it? This class will answer all those questions and more. Join us to learn about:
- The best ways to hold title to real property
- Guardianships of the estate and person
- Estate taxes
- Property 13 and your estate
- Durable Power of Attorney for asset management
- Advanced health care directive
- Trust administrations
- How to avoid capital gains taxes on the death of spouse
- The pros and cons of lifetime giving and the tax implications
- Funding your trust after it is drafted
Audience
All SDSU Research Foundation Employees
Presenter
Teddy McNamara, Esq. of Your Trust Lawyer Law Group