Borrego Springs Seminar 2020
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. Some of the topics include:
- IRA/Retirement Planning
- How new tax laws impact your required distributions
- Estate and gift taxation
- New gifting and transfer amounts
- New probate laws
- How much you can transfer without a full-blown probate
- Medi-Cal Planning
- New ways to protect your home
- New benefit amounts
- The 10 most common mistakes that can destory your estate plan and how to avoid them
- Protection strategies for your spouse and children (This is a must)
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!
