THE LIVING TRUST SEMINAR - INHERITANCE PLANNING FOR YOU AND YOUR FAMILY
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THE LIVING TRUST SEMINAR - INHERITANCE PLANNING FOR YOU AND YOUR FAMILY

THE LIVING TRUST SEMINAR - INHERITANCE PLANNING FOR YOU AND YOUR FAMILY

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Law Offices of Robert P. Bergman

1777 Saratoga Ave.

Ste. 208

San Jose, CA 95129

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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;

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.

SPACE IS LIMITED TO ABOUT 15 ATTENDEES, AND WALKUPS WILL ONLY BE ADMITTED IF SPACE IS AVAILABLE.

Intended for residents of San Jose, Santa Clara, Sunnyvale, Cupertino, Campbell, Los Gatos, Monte Sereno, Saratoga, Palo Alto, Los Altos, Milpitas, Los Altos Hills, Alviso, Mountain View, Menlo Park, Redwood City, Belmont, Hillsborough, Daly City, Colma, Half Moon Bay, Montara, E. Palo Alto, Fremont, Newark, Hayward, Morgan Hill, Gilroy, Boulder Creek, Aptos, Capitola, Watsonville, San Martin, Berkeley, Alamo, Brentwood, Santa Cruz, Scotts Valley, Felton, Fremont, Hayward, Union City, Menlo Park, Redwood City, San Mateo, San Bruno, S. San Francisco, San Francisco, Oakland, Concord, Richmond, Emeryville, Martinez, Hercules, Danville, San Ramon, Castro Valley, Piedmont, Orinda, Livermore, Dublin, Pleasanton, San Anselmo, Lafayette, Walnut Creek, Mill Valley, Larkspur, San Rafael, Antioch, Pittsburg, Oakley, and other residents of the Greater San Francisco Bay Area.

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Date and Time

Location

Law Offices of Robert P. Bergman

1777 Saratoga Ave.

Ste. 208

San Jose, CA 95129

View Map

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