A summary of the agenda of topics to be covered includes:
• Primer on basic legal concepts and estate planning
• The tools of an estate plan
> How they work
> Who is the fiduciary and what are their responsibilities
> When each tool is to be used and who can use the tool
> Common mistakes and misconceptions
• How to use the estate plan at incapacity
• When a person who makes a Living Trust dies
• The process of settling a trust when the trustmaker dies
• Trusts that do not terminate when the trustmaker dies
• Do tax rates have any effect on market returns?
• Market growth of wealth during presidential terms
• Market growth of wealth during House Terms
• Market growth of wealth during Senate Terms
• Why uncertainty happens all the time and what it tells us?

Join us with your children, Trustees and POA Agents at this one of a kind course. Families will learn when to act, what to do, and how to do it. Open only to Schomer Law Group
clients, their family, and their Trustees/ Agents

Free Parking, Snacks and Lunch. Please register for a free seat at this link: (from )

schomerlawgroup.com/seminars/what-every-successor-trustee-needs-to-know-at-incapacity-and-death/

• This event has passed.
  February 23, 2019 from 10:00 am to 1:00 pm

  February 23, 2019 10:00 to February 23, 2019 01:00
• Beach House Hotel
  1300 The Strand, Hermosa Beach, CA

  Directions to event · Directions from event
• Contact Scott P. Schomer for more information
  310-337-7696
  
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