Instructor: Michael J. Patinelli - Patinelli & Chang, LLP
SBAOR Member Cost: Free
Non-Member Cost: $25
Time: 9:00am-10:30am
Location: SBAOR Hall
Click to Register

Estate Planning 101
Thursday, January 18th, 2018


An overview of the basic planning techniques necessary to properly provide for and protect ourselves and the ones we love.

At the seminar we will discuss:
-Probate avoidance to save your family money
-Proper estate planning techniques to protect your children's inheritance from divorce
-New estate tax laws and their impact on living trusts created before 2013
-Proper incapacity planning
-Guardianship for minor children
-Why a living trust should be reviewed to make sure it works correctly

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