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Living Trust--Family Inheritance
3-Hour Class
Date: 2/1/2014 9:00 AM - 12:00 PM
Cost: $35
Location: MAIN CAMPUS, ROOM 1685A
900 Otay Lakes Road
Chula Vista, California 91910

Living Trust—Family Inheritance

In this three-hour seminar you can learn how to protect your assets so they go directly to your family and not to costly attorney fees! Proper planning is essential for anyone who owns a home, has a spouse, children, or dependents. Learn how living trusts work and can help your family avoid probate. Find out how to preserve and monitor assets and how a trust can also serve as a tax shelter for large estates. Insight on the value of Durable Powers of Attorney will be explained. Instructor: Lisa J. Frisella, J.D., is an attorney and estate planner practicing exclusively in the areas of wills and trusts, trust administration, probate, and charitable giving. 3 hours. Room 1685A

 

CS 68-50   Sat             Feb. 1        9 a.m.–Noon                Fee: $35

Please Contact the Continuing Education Office at 619-482-6376 for registration information.

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