Tuesday, June 14, 2016

Living Trusts: 3-hour Class

Continuing Education is a great way to sharpen your skills or learn something new!


On Saturday, June 18, SWC is offering a continuing education class which covers living trusts and family inheritance (fee is $35).

Living Trust -- Family Inheritance (CS 68-50)
In this three-hour seminar you can learn how to protect your assets so they go directly to your family and not to costly attorney fees!

Proper planning is essential for anyone who owns a home, has a spouse, children, or dependents. Learn how living trusts work and can help your family avoid probate. Find out how to preserve and monitor assets and how a trust can also serve as a tax shelter for large estates. Insight on the value of Durable Powers of Attorney will be explained.

Instructor: Sami Martinez, is an attorney and estate planner practicing exclusively in the areas of wills and trusts, trust administration, probate, and charitable giving. 3 hours. Room 1685B

Date: 6/18/2016 9:00 AM - 12:00 PM
Cost: $35.00
Room 1685B

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