Contents of Seminar (click to view below)

Please complete the form below and then click on the "Submit Online Living Trust Seminar Request" button when you are finished.    You may also order a copy of my Information CD to be mailed to you if you wish.

• The most popular estate planning technique in America today

• What happens if you don't have an estate plan for your family

• The new higher $5,000,000 federal estate tax (i.e. "Death Tax") exemption (increasing to $5,120,000 in 2012) and how it can benefit you and your family

• How the use of the revocable living trust can solve problems with other planning methods to pass on your property to your heirs

• What happens if you become incapacitated, and how having a Will does not protect you

• How using free forms available at hospitals and stationary stores can create problems for your family

• Whether having a Will avoids Probate, and the real purpose of Probate

• The truth about Joint Tenancy, and how Community Property for married couples is 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

• How to protect your "special needs" child's inheritance without jeopardizing their eligibility for government assistance.

• How to protect your young children from foster care and other hazards if something happens to you.

• How you can build a “Castle” around the inheritance for your spouse, partner, children or other heirs to prevent it from being lost through divorce, death, bankruptcy and lawsuits

• How to pass on an inheritance to your children or other heirs free from income tax and future Death Tax

• How you can pass on your retirement plans and IRAs to your children or other heirs while providing the maximum growth potential and asset protection