Estate Planning101- the Basics and Beyond
Saturday, June 18, 2011 from 9:00 AM to 11:30 AM (PDT)
AAII Silicon Valley Chapter presents:
We all know that nothing is certain in life but death and taxes, yet few people effectuate successful estate plans, and even fewer understand the plans that they already have. This presentation will explain the economic and personal value of an effective estate plan, its basic components, and how to ensure that your goals are met. It will also provide an introduction to sophisticated estate planning techniques, including lifetime gifting opportunities, generation-skipping transfer tax avoidance and charitable giving. The presentation will discuss related issues such as business succession planning and real estate transfers, and you will also receive an update on significant recent changes to federal tax law.
Attend This Meeting to Learn:
The essential components of an estate plan.
Why planning is necessary to achieve your goals and protect your estate.
How to avoid common estate planning pitfalls
Reasons to Attend:
Learn estate planning basics and the advantages of an effective estate plan
Discover options for sophisticated planning, including gifting and irrevocable trusts.
Hear about recent updates to the law and how it affects you and your estate.
Rebecca Renzas is an attorney with Greene Radovsky Maloney Share & Hennigh LLP, a tax, business and real estate law firm located in San Francisco. She develops and implements estate plans for individuals, including revocable and irrevocable trusts, family limited partnerships, and inter-family business and real estate transfers. She also has experience with all aspects of trust and probate administrations, ranging from asset management, taxation, accounting and fiduciary liability issues. She received her B.A. from Northwestern University and her J.D. from UC Berkeley's Boalt Hall School of Law.
When & Where
AAII Silicon Valley Chapter
The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.