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Estate Planning Workshop logo image

Estate Planning Workshop

November 10, 2019 Free
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Dates & Times

  • Nov 10, 2019
    12:30pm - 2:30pm

Cost

  • Attendee
    Free

Details

  • What happens to the assets you leave behind at death?
  • Who is in control of your assets if you become incapacitated or die?
  • What happens to your minor children if you and your spouse die?
  • What taxes are due when you die?

These and other important issues will be discussed during a workshop entitled Estate Planning 101, led by John Yphantides, an estate planning attorney.

This is a free, no obligation event.

A complimentary lunch will be served!

Who should attend?

  • Individuals who want to be wise stewards with what they've been entrusted
  • Parents who want to responsibly provide for loved ones
  • Those who wish to be prepared to assist elderly parents or others in the event of mental incapacity
  • Those wanting to retain control over the management and ultimate distribution of their estate
  • Those interested in understanding the legal & tax issues involved with estate planning

Estate Planning Issues

  • Avoiding the high cost of probate - something worth preparing for
  • Revocable Living Trusts - what can they do for you?
  • Providing for minor or disabled beneficiaries after you’re gone
  • Estate and Gift Taxes – update on the new tax legislation that took effect in 2018 and new estate tax legislation being considered in CA
  • Charitable Tools – legal and tax tools for the charitably minded

About John Yphantides

John G. Yphantides is licensed as a California attorney and specializes in the area of Estate Planning, Trust and Probate administration, Business and Corporate law, and Non Profit/Tax Exempt Organization law. He is certified by the State Bar of California’s Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate Law.

Location

Faith Community Church
2700 Rancho Pancho, Carlsbad, 92009