Workshops and Seminars

Upcoming Workshops & Seminars

Topics covered in this seminar:

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 the use of a well-drafted Living Trust can solve the inherent problems with other estate planning methods;

How to build a “Castle” using a Dynasty Trust 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 to pass on an inheritance to your children or other heirs free from income tax and future Death Tax; 

And much, much, more.

Attendees will receive a copy of Mr. Bergman’s California Consumer Guide to Wills, Living Trusts and Estate Planning, packed with 40 pages of useful information on estate planning.