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Estate Planning I and II 4363J

ID : 2020   
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Do you have a plan for your estate?  This class will introduce you to the basics such as: what estate planning entails, the difference between a will and a trust and the advantages /disadvantages of each; and what other documents should be part of a comprehensive estate plan, such as powers of attorney and advance health care directives.  With proper estate planning, individuals and families can control their assets, protect loved ones, avoid or minimize taxes, and ensure their estate goals are met.  This class is taught by a California estate planning attorney.  Estate Planning Part II picks up where Part I left off, and discusses how to handle specific assets in an estate plan (such as real property, securities, and even pets).  Students will learn strategies for planning with certain assets, and pitfalls to avoid in doing so.  Part II will also explain what happens when it’s time for the plan to be triggered and estate assets need to be distributed to beneficiaries, whether through probate or trust administration.  Finally, this course will provide an overview of what happens when someone contests a will or a trust. The $5 material fee is included in the cost of the course. 

Class Details

2 Sessions
Weekly - Sat

Cesar Chavez Campus,Rm.101,1901 Main St.,CA 92113

Josh Merkel 



Schedule Information

Date(s) Class Days Times Location Instructor(s)
8/4/2018 - 8/11/2018 Weekly - Sat 10:00 AM - 12:00 PM San Diego, Cesar Chavez Campus,Rm.101,1901 Main St.,CA 92113  Map Josh Merkel 

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