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Client Workshop: Beneficiary Planning - Tailoring Your Estate Plan to Meet Your Goals and Their Needs - Northern California Center for Estate Planning and Elder Law

Client Workshop: Beneficiary Planning – Tailoring Your Estate Plan to Meet Your Goals and Their Needs

Type: seminar Date: March 21 Time: 02:00 PM - 04:00 PM Venue: Sacramamento Office, 2277 Fair Oaks Blvd, Sacramento,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Sacramamento Office DESCRIPTION:This workshop is for our clients only. Beneficiaries come in all shapes and sizes and many face situations in life that may require special planning.  For example, young beneficiaries (and even some older ones) may need to have their bequests held in some form of trust to encourage them to pursue worthy goals and discourage […] ADDRESS:2277 Fair Oaks Blvd DTSTART:20190321T140000 DTEND:20190321T160000 URL;VALUE=URI:https://www.norcalplanners.com/seminar/client-workshop-beneficiary-planning-tailoring-your-estate-plan-to-meet-your-goals-and-their-needs/ SUMMARY:Client Workshop: Beneficiary Planning – Tailoring Your Estate Plan to Meet Your Goals and Their Needs LOCATION:Sacramamento Office, 2277 Fair Oaks Blvd, Sacramento, PHONE: DTSTAMP:20211027T215738 UID:6179cb5261d08 END:VEVENT END:VCALENDAR
      Client Workshop: Beneficiary Planning – Tailoring Your Estate Plan to Meet Your Goals and Their Needs.ics
This workshop is for our clients only. Beneficiaries come in all shapes and sizes and many face situations in life that may require special planning.  For example, young beneficiaries (and even some older ones) may need to have their bequests held in some form of trust to encourage them to pursue worthy goals and discourage poor decisions.  Persons with disabilities, both young and old, may need special planning to protect their public benefits. Recent changes in the law offer new planning opportunities for special needs beneficiaries. Others beneficiaries may face addictions, financial difficulties or troubled marriages. In some cases, one or more children may have received substantial sums during the parent’s lifetime and the parent may wish to rectify the imbalance after death. Each of these matters can cause problems with one’s estate planning goals. Fortunately, they can also be addressed by careful planning in your estate planning.  Similarly, in the areas of charitable giving, there are strategies that can not only benefit worthy causes you support, but also be done so in a tax advantaged way.  We will address these and other beneficiary concerns during this timely workshop.
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