LIVING TRUSTS
January 25
6:00 p.m. - 8:00 p.m.
The Dale Law Firm, PC Conference Room
127 Aspen Dr., Pacheco, CA

This workshop will cover the differences between wills and trusts, how to avoid probate by utilizing a living trust, and using a living trust to plan for incapacity and provide for yourself and your loved ones in the event that you become incapacitated. We will also cover the basics of state tax avoidance, how to provide for your loved ones upon your death, how to transfer your assets into your trust and how to keep your trust up-to-date.


SPECIAL NEEDS TRUSTS –
A Workshop for Families and Professionals serving the Special Needs Community

Three dates to choose from:

March 24, April 11 or May 16
6:00 pm - 8:00 pm
The Dale Law Firm, PC Conference Room
127 Aspen Dr., Pacheco, CA

* New clients will receive a discount on their estate planning if they attend a workshop, watch an on-line video or view a free educational DVD from The Dale Law Firm, PC

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PROFESSIONALS

Special Needs Trusts for Professionals

February 3, 2012
1:00 pm - 4:00 pm

The Contra Costa ARC
1340 Arnold Dr., Suite 127, Martinez, CA  94553

$100 Registration Fee – all proceeds will be donated to the Contra Costa ARC. 

This workshop is available for Life Insurance and Financial Professionals and Trustees and qualifies for 3 hours of MCLE credit from:  The California Department of Insurance, The State Bar of California and The Certified Financial Planner Board of Standards. 

To register, please contact Shelley Sunseri at: 
(925) 826-5585 or by writing:  shelley@dalelawfirm.com

We regularly schedule MCLE courses on a variety of trust administration and benefits issues.  Please contact us if you are interested in attending or arranging for a presentation for your organization at shelley@dalelawfirm.com or by calling (925) 826-5585