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Plan Ahead - Avoid Legal and Family Pitfalls When Parents Die

ID : 43344   
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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. The instructor, Bruce E. Ramsey, is a local attorney.

Class Details

1 Sessions
Weekly - Wed

Founders Hall

Bruce Ramsey 



Please read:  Bring a note pad. Class size is limited to allow for ample student questions. Pre-register as walk-ins will not be accepted.



Registration Closes On
Monday, February 24, 2020 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
2/26/2020 - 2/26/2020 Weekly - Wed 6:00 PM - 8:00 PM Modesto, Founders Hall  Map, Room: 153 Bruce Ramsey