Event Details

July 11, 2017 | 11:30 am - 1:00 pm

 

 

 

Estate Planning Updates: 

Why You Need to Check Your Estate Plan Now


We often fail to consider the importance of our foundational estate planning documents because our main focus tends to be on family business succession planning. Federal estate and gift tax laws enacted in 2012 and potential additional changes around the corner make outdated estate plans an extremely dangerous tax trap for your beneficiaries.

This T3Me program will explain the importance and function of core estate planning documents (will, revocable trust, durable power of attorney, advance health care directive and beneficiary designations), plus identify both the technical and non-technical issues you must consider in updating your basic estate plan. Click here to RSVP.

KEY PROGRAM ELEMENTS: 

  • Understand the importance of core estate planning documents: disposing of your assets at death, and protecting you during incapacity.
  • Know the provisions in your estate planning documents that should be reviewed and updated to assure that your wishes are current and your plan is tax efficient under post-2012 law.
  • Coordinate your foundational estate plan with your family business succession planning.

WHO SHOULD ATTEND: Family members of all generations, whether or not you have an existing estate plan, will benefit from this program.

WHEN: Tuesday, July 11th  |  11:30 am – 1:00 pm (light lunch provided)

PRESENTED BY: Gina Lera, Lera Tiberini, LLP & Kay Brooks, Weintraub Tobin

Gina Lera, Lera Tiberini, LLP (Read her bio here)


Kay Brooks, Weintraub Tobin (Read her bio here)

 

REGISTER TODAY!


Location

Weintraub | Tobin
400 Capitol Mall, 11th Floor
Sacramento, CA 95814  
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