Estate Planning
•  What are the different ways to pass property at death?
•  What are the implications of each method?

Taxes and Title
•  Federal Wealth Transfer Taxes
•  Estate Tax/Gift Tax/GST
•  Unified Credit and Portability
•  Why title matters
•  Reassessments and how to avoid them

How the Process Works
•  What do you have and where do you want it to go?
•  Who do you want to make sure that happens?
•  Family issues and special planning needs
•  Business succession planning

Avoiding Litigation
•  Court forced sales
•  Unintentional tax consequences and valuation
•  Ways to advise clients without “advising.”

 Q & A Session

Instructors:
Nicole Adkison, Adkison Law & Ann Robbeloth, Law Office of Ann Robbeloth

SCCAR Office - Seminar room
SCCAR Office (Seminar room)
2525 Main Street
Soquel, CA 95073

Map & Directions