Temecula Workshop 1/21/20
Where
Redlands University ConferenceTwo Better World Circle, Building One
Temecula, CA 92590
Driving Directions
Free Parking is available in the lot
Contact
Trish Longoria
Copenbarger & Copenbarger, LLP
408-796-2981
trish@copenbarger.com
This workshop is presented by one of our Attorneys:
Lloyd G Copenbarger, JD, LLM
James M Kosareff, JD, LLM
Robet J Galliano, JD, MS Tax
Larry G Copenbarger, JD
Dale A Anderson, JD
Victoria Horvatich, JD
We will be conducting a Free Educational Workshop for you on various important topics that are necessary to consider when planning your estate. Our next area of focus is how you transfer one of your most important assets: your IRA, 401(k), or other retirement plan. Some of the topics include:
- What if the beneficiary is the surviving spouse, another person, or one of several beneficiaries?
- What are the special options available only to an inheriting spouse?
- What happens when a beneficiary who inherited the IRA dies?
- What are the top five mistakes made when inheriting an IRA, and how can you avoid or correct them?
- How can you best protect your IRA when it is given to your beneficiaries?
Very few attorneys and advisors worry about these advanced planning techniques for their clients, but we will teach you how to use these techniques to further protect you and your family when you need it most.
We higly recomend that you invite your successor trustees to attend this workshop with you!
Seating is limited to 16 people. Reserve your seat and register now!
