FREE LIVING TRUST SEMINAR
FOR CALIFORNIA RESIDENTS
Offered by Estate Planning Attorney Robert P. Bergman
Using the links on this page, you can view a
one hour PowerPoint seminar on living trusts.
In this seminar you will learn the following:
The most popular estate planning technique in
How having a Will does not protect you if you become incapacitated
How using free forms available at hospitals and stationary stores can create problems for your family
What happens if you don't have an estate plan for your family
Whether having a Will avoids Probate, and the real purpose of Probate?
What happens if you become incapacitated
The truth about Joint Tenancy, and how Community Property may be a better alternative
The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts
The "Death Tax" and how it can be avoided and the truth about the “repeal” of the Death Tax
How Living Trusts can solve the problems with other planning methods to pass on your property to your heirs
How to protect your children's inheritance from being lost through divorce, death, bankruptcy and lawsuits, and how to protect your "special needs" child's inheritance without jeopardizing their eligibility for government assistance.
For parents with young children, how to protect your children from foster care and other hazards if something happens to you.
How to pass on an inheritance to your children or other heirs free from income tax and the Death Tax
The best way to pass on your retirement plans and IRAs to your children or other heirs, providing the maximum growth potential and asset protection
VIEW ONLINE LIVING TRUST SEMINAR
(To save, right click)
After viewing, if you wish to meet with me,
you can
Schedule a free, one-hour consultation
If you wish to attend a live living trust seminar
held in my offices in San
Jose, you can
Reserve a place at one of my free informational seminars
This web
site is provided as an educational service by the
Law Offices of Robert
P. Bergman.
If you have questions or comments, you're invited to contact
attorney Bob Bergman
at rpb@lawbob.com or (408) 247-0444.
All contents on this web site are Copyright © 2010 and thereafter by
Robert P. Bergman, Attorney at Law. All rights reserved worldwide.