Living Trust Seminar - Inheritance Planning for You and Your Family in 2013 and Beyond

PLEASE ONLY CLICK IF TRULY INTERESTED.

Offered by attorney Robert P. Bergman, Certified Specialist in Estate Planning, Trust & Probate Law (California State Bar Board of Legal Specialization).

Attendees will receive a GIFT CERTIFICATE good for a 10% discount from the cost of a comprehensive, custom-drafted living trust estate plan.

In this seminar, you’ll discover:

What happens if you don't have an estate plan for your family;

What is Probate, and how it can impact your family if they are… Show more forced to use it to handle your estate after your death;

How using many common estate planning methods to avoid Probate can still have your estate end up in Probate;

The truth about Joint Tenancy ownership, and how Community Property ownership for married couples is a better alternative;

The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts;

What happens if you become incapacitated, and how having a Will does not protect you;

How using free estate planning forms available at hospitals and stationary stores or downloaded from the Internet can create problems for your family;

How the use of a well-drafted Living Trust can solve the inherent problems with other estate planning methods;

How to build a "Castle" using a Dynasty Trust around the inheritance you leave to your spouse, partner, children or other heirs that can prevent it from being lost through financial mismanagement, drug, alcohol, or gambling abuse, divorce, death, bankruptcy and lawsuits;

How to protect your "special needs" relative’s inheritance without jeopardizing their eligibility for government assistance;

How to protect your young children from foster care and other hazards if something happens to you;

How to pass on an inheritance to your children or other heirs free from income tax and future Death Tax;

How you can pass on your retirement plans and IRAs to your children or other heirs while providing the maximum growth potential and asset protection;

How the use of a “Trust Protector” can provide ongoing oversight for your family’s inheritance, including making changes that can deal with changes in the law and family circumstances.

And much, much, more.

Space is limited to 12-14 attendees per seminar, and registration is recommended to assure your space. Walk-ups are admitted on a space available basis only.

Visit www.lawbob.com to find out about future seminars and workshops being offer on other topics including estate planning for your retirement plan assets.

Can't attend in person? Use the links below to view the living trust seminar online or download it to your computer for viewing in your own personal computer in the comfort of your own home.

My seminars are offered to primarily to residents of the Greater San Francisco Bay Area, including residents of the following counties, cities, and communities:

SANTA CLARA COUNTY: Alviso, Campbell, Cupertino, Gilroy, Los Altos, Los Altos Hills, Los Gatos, Milpitas, Monte Sereno, Morgan Hill, Mountain View, Palo Alto, San Jose, San Martin, Santa Clara, Saratoga, and Sunnyvale

SAN MATEO COUNTY: Atherton, Belmont, Brisbane, Burlingame, Colma, Daly City, East Palo Alto, Foster City, Half Moon Bay, Hillsborough, Menlo Park, Millbrae, Pacifica, Portola Valley, Redwood City, San Bruno, San Carlos, San Mateo, South San Francisco, and Woodside

ALAMEDA COUNTY: Alameda, Albany, Berkeley, Dublin, Emeryville, Fremont, Hayward, Livermore, Newark, Oakland, Piedmont, Pleasanton, San Leandro, and Union City

SANTA CRUZ COUNTY: Aptos, Capitola, Santa Cruz, Scotts Valley, and Watsonville

CONTRA COSTA COUNTY: Antioch, Brentwood, Clayton, Concord, Danville, El Cerrito, Hercules, Lafayette, Martinez, Moraga, Orinda, Pinole, Pittsburg, Pleasant Hill, Richmond, San Pablo, San Ramon, and Walnut Creek

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