Free Estate Planning Workshop for High Net Worth Individuals
This event is expired.
Free Estate Planning Workshops Aug 4 & 5 - Current Law Affects High Net Worth Individuals.
Attend this special workshop and you will learn:
a. Why married couples with assets valued between $3-10 million should consider changing their living trust.
b. How the new "Transfer on Death Deed" law impacts your decision on whether to have a living trust.
c. Why recent changes in the law may result in increased income taxes and what you need to do to avoid that problem.
d. And more.
Choose from one of these free workshops:
Aug. 4, 10-11 a.m.
Aug. 5, 10-11 a.m.
Lerman Law Building, 802 B St., San Rafael 94901 (at the corner of B and 2nd St.)
This workshop is for qualified high net worth individuals only (assets of $3 mil+). Presented by Michelle C. Lerman, estate planning attorney, author, and featured commentator on TV and radio. Space is limited. RSVP to michelle@lermanlaw.com or 415-454-0455. Attendees receive a free private consultation with book purchase ($24.95) - $225 value.