Where
Zoom!This event is presented by:
Lloyd Copenbarger, LLM
Larry Copenbarger
Contact
Trish Santos
Copenbarger & Copenbarger, LLP
888-846-9095
trish@copenbarger.com
2021 Family Protection Seminar Part. II
Biden’s proposed legislation addresses Gift, Estate, and Income tax changes, among others. Although we do not know precisely when these proposed laws could pass, we are closely following these proposals and evaluating their potentially devastating impact. Emergency Tax Planning Appointments are available for those with estates over three million dollars ($3,000,000) for single individuals, and six million dollars ($6,000,000) if you are married. You must call us immediately! Do not wait for this event.
To ensure your legacy and assets stay well protected, we have been making necessary legal changes to our estate planning documents to combat both proposed legislation and new laws that have gone into place, such as Prop 19 and the SECURE Act. These updates address language in other areas of our documents, such as Medi-Cal planning, protecting special needs beneficiaries, and announcing a new role as the Trust Protector.
During this event, we will dive deeper into what these legal protections are, why we strongly recommend them, and the consequences of not having updated language in your estate plan. Register now, and join us for this event!
This online seminar is for anyone with an existing estate plan, significant assets, or no estate plan at all. Don’t forget to invite your family, friends, and anyone in your community that could benefit from this valuable information.