In this seminar, you’ll discover:
How the use of a well-drafted Living Trust can solve the inherent problems with other estate planning methods;
What happens if you don’t have an estate plan for your family;
What is Probate, and how it can impact your family if they are forced to use it to handle your estate after your death;
How using many common estate planning methods to avoid Probate can still have your estate end up in Probate;
The truth about Joint Tenancy ownership, and how Community Property ownership for married couples is a better alternative;
The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts;
What happens if you become incapacitated, and how having a Will does not protect you;
How using free estate planning forms available at hospitals and stationary stores or downloaded from the Internet can create problems for your family;
How to build a “Castle” around the inheritance you leave to your spouse, partner, children or other heirs that can prevent it from being lost through financial mismanagement, drug, alcohol, or gambling abuse, divorce, death, bankruptcy and lawsuits;
How to protect your “special needs” relative’s inheritance without jeopardizing their eligibility for government assistance;
How to protect your young children from foster care and other hazards if something happens to you;
How the use of a “Trust Protector” can provide ongoing oversight for your family’s inheritance, including making changes that can deal with changes in the law and family circumstances.
And much, much, more.
Attorney Robert P. Bergman, Board Certified Specialist in Estate Planning, Trust and Probate Law, assists families in the San Francisco Bay Area with Estate Planning, Special Needs Planning for children and adults, special planning for retirement plan assets, and trust administration.