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Plan Ahead - Avoid Legal and Family Pitfalls when Parents Die

ID : 40485   
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This course will assist you in navigating legal issues, taxes, and family squabbles following the deaths of your parents. Topics include: creative distributions of assets, life estates, disclaimers, probate, trust administration, estate tax exemption trusts, generation skipping trusts, capital gains tax planning, parent/child property tax issues, will and trust contests, gifting and life insurance trusts. We will also discuss compensation for caregivers, in-kind distribution versus cash distribution, role of trustees and executors, joint ownership, and buyout of siblings. This class will offer options and helpful information to help avoid unnecessary stress when dealing with the loss of parents.
 

Class Details

1 Sessions
Weekly - Wed

Location
Founders Hall

Instructor
Bruce Ramsey 

 

Notice

Please read:  Bring a note pad. The class size is limited to allow for ample student questions. Please pre-register, as walk-ins will not be accepted if class is full.

Tuition: 

$42.00

Registration Closes On
Wednesday, February 7, 2018 @ 12:00 AM


Schedule Information

Date(s) Class Days Times Location Instructor(s)
2/7/2018 - 2/7/2018 Weekly - Wed 6:00 PM - 8:00 PM Modesto, Founders Hall  Map, Room: 212 Bruce Ramsey