This is a detailed seminar on estate planning techniques and estate administration, with an emphasis on reducing or avoiding transfer taxes and maximizing lifetime wealth. There will be an in-depth review of federal and state transfer tax laws, including recent changes. Learn about the probate process and avoiding probate, how wills and trusts are used in estate planning, how to plan for incapacity, and the importance of re-titling assets and updating beneficiary designations.

Estate Planning (0022)
Sessions:  3 Dates:  10/19/2011 to 11/9/2011 Meeting Time:  Wednesday  7:00 PM - 9:00 PM Instructor:  Patricia R. Beauregard, Esq. Fees:  $50.00   (Class Fee)

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