Estate Planning Q & A Event

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Don Clark Hosts Community Event. Hear from professionals in a panel discussion addressing important steps and tips on ways to manage your financial concerns. Q & A.

Thursday, July 28, 2016
6pm – 7pm
Encinitas Community Center, Room 120
1140 Oakcrest Park Drive
Encinitas, CA 92024
(Cross-Streets Encinitas Blvd. & Balour Dr.)

Real Estate – Wills & Trusts – Funding:

  • Is the State of California going to take part of my estate if I die without a trust?
  • Does a Trust provide asset protection if I am sued?
  • How can I purchase a home in probate?
  • Do I have to pay taxes on my inheritance?
  • Is there going to be a “reading of the Will?”
  • Aren’t Trusts only for wealthy people? Why do I need one?
  • Can I transfer my property tax base to my new home?
  • How soon after someone dies do I have to call my attorney?
  • I own my house with my spouse as “joint tenants.” Why do I need a Trust?
  • Can I defer Capitol Gains Tax on the sale of my property?
  • Mom just died…are we going to have to sell the house immediately?
  • I already have a Will…why do I need a Trust?
  • What is estate tax and will I have to pay it?
  • How can I fund my trust to make sure the taxes are covered?
  • http://www.meetup.com/Encinitas-Financial-Estate-T…
    MEET THE PANEL
    YOU’RE INVITED!To a Community Estate Planning Q & A Event Hear from professionals in a panel discussion addressing important steps and tips on ways to manage your financial concerns as they relate to: Real Estate, Family Estates, and FundingThursday, July 28, 2016
    6pm – 7pm
    Encinitas Community Center, Room 1201140 Oakcrest Park Drive
    Encinitas, CA 92024
    (cross-streets Encinitas Blvd. & Balour Dr.)
    Peter Lewi, Real Estate Attorney and Broker
    Masterpiece Realty· Real Estate as your main asset· 1035 ExchangesDon Clark, Real Estate Broker
    Masterpiece Realty BRE Ca. lic. 01074866
    · Purchasing a home in probate· Positioning your real estate for the next generation Jason Schingler, Estate Planning Attorney
    Worden Williams, LLP· Trusts and how they function to protect your assets· Living Trusts and Successors Trustees Comischell Bradley-Rodriguez, Financial Services Professional New York Life Insurance Company
    · Funding Family Trusts· Transferring assets to your heirs or charitable organizations IT’S TIME TO GET YOUR QUESTIONS ANSWERED!! See you there!!