Instructor: Nicole Adkison, Adkison Law & Ann Robbeloth, Law Office of Ann Robbeloth
Fee: $15
Location: SCCAR office, 2525 Main St., Soquel

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An Overview of Estate Planning: Trusts & Probate for Real Estate Professionals
Wednesday, October 18, 2017
11:30 AM - 1:30 PM

Estate Planning
• What are the different ways to pass property at death?
• What are the implications of each method?

Taxes and Title
• Federal Wealth Transfer Taxes
• Estate Tax/Gift Tax/GST
• Unified Credit and Portability
• Why title matters
• Reassessments and how to avoid them

How the Process Works
• What do you have and where do you want it to go?
• Who do you want to make sure that happens?
• Family issues and special planning needs
• Business succession planning

Avoiding Litigation
• Court forced sales
• Unintentional tax consequences and valuation
• Ways to advise clients without “advising.”

Q & A Session

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