Estate Planning Tools: Basics of Living Trust and Beyond
Life is complicated enough. Protecting your family and loved ones shouldn’t be. Trusts and wills are an excellent tool you can use to ensure your assets are passed along to those you would like to support in the event of your passing. But there are good trusts and bad trusts. Don’t wait until it’s too late to find out what you have! Come to this workshop and educate yourself about what you NEED to make sure is included in your estate planning documents.
Program topics include:
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Basics of Living Trusts, including property ownership issues |
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Asset Protection planning, for yourself and for your beneficiaries |
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Medi-Cal planning, for yourself and your family members |
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Special Issues for real property owners, married couples, state registered domestic partners, unmarried couples |
Come to a FREE Workshop and find out how easy protecting your family and loved ones can be.
Wednesday, Feb. 25 6:00 pm – 7:00 pm
1800 Market Street SF LGBT Center San Francisco
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LGBT Estate Planning and Tax Issues, 18 months post-DOMA repeal
Co-sponsored by the Gay Asian Pacific Alliance, Our Family Coalition and Openhouse
Co-presented by the Hone Maxwell LLP
The historic decision in United States v. Windsor in June 2013, while heralded the repeal of DOMA Section 3, has profoundly changed the legal landscape for same-sex couples throughout California and the United States. While the federal recognition of same-sex marriage has in many ways made estate planning and tax planning easier, in other ways, the issues are still divergent and more complicated than for opposite-sex married couples.
Program topics include:
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Should we get married, or state domestic partnered? |
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How will marriage or domestic partnership affects our state and federal taxes? |
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What estate planning issues do we need to address if we do get married or domestic partnered? |
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Is it time to set up a joint trust, or change our property titling to community property? |
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What special planning is needed if we choose not to marry or register as state domestic partners? |
*If you also have general questions about wills, trusts, and probate, we would encourage you to attend Estate Planning Tools immediately preceding this program.
Wednesday, Feb. 25 7:15 pm – 8:15 pm
1800 Market Street SF LGBT Center San Francisco
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