798 University Ave. Sacramento, CA 95825
+1 916-488-9784

ESTATE PLANNING SEMINARS

  • Our office regularly offers no-cost seminars on living trusts and trust administration. We invite you to attend these public education workshops, where you will learn:
  • How to avoid the time, expense & publicity of probate
  • How to establish & manage Medical Powers of Attorney (or Advance Health Care Directives)
  • How to reduce or avoid Federal Estate Tax
  • How to deal with trusts,  post-death
  • How title to your property should best be held
  • How to properly designate IRA/Retirement plan beneficiaries
  • How to plan in case of Medi-Cal or VA Benefits
  • Current year law changes!

Seminars are held on Saturdays at 10:00 A.M. at 798 University Ave, Sacramento. Light refreshments are served! Dates are subject to change. Please call (916) 488-9788 for questions and reservations or e-mail us through the messenger below.

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2019 SEMINAR DATES

  • January 12th, 2019
  • February 2nd, 2019
  • March 16th, 2019
  • April 27th, 2019
  • May 18th, 2019
  • June 29th, 2019
  • August 10th, 2019
  • October 26th, 2019

Schedule Seminar Attendance