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UID:9233@uucpa.org
DTSTART;TZID=America/Los_Angeles:20201006T190000
DTEND;TZID=America/Los_Angeles:20201006T200000
DTSTAMP:20200926T141912Z
URL:https://www.uucpa.org/events/ensure-peace-of-mind-with-smart-estate-an
 d-trust-planning/
SUMMARY:Ensure Peace of Mind with Smart Estate and Trust Planning
DESCRIPTION:Ensure Peace of Mind with Smart Estate and Trust Planning  On T
 uesday\, October 6\, 2020 at 7:00 PM\, presenter\, Matthew C. O’Donnell 
 will discuss how to plan for your future\, with a question and answer sess
 ion at the end\, covering:\n\n 	How to make your Trust or existing Trust l
 ess cumbersome\, less expensive to administer\, and more tax-efficient\n 	
 The benefits of creating Lifelong Trusts™ to provide asset and bloodline
  protection for minor and adult children\n 	How to plan with your retireme
 nt assets (IRAs\, 401(k)s\, 403(b)s) after enactment of the Secure Act in 
 December 2020 with emphasis on proper beneficiary designations and possibl
 e need for conduit trust provisions for minor and adult children\n 	How Ca
 lifornia and Federal death tax laws and proposals may affect your long ran
 ge planning\n 	How Proposition 19 on the upcoming California Ballot may li
 mit your ability to transfer your property tax base to your children.\n\nM
 atthew C.  O’Donnell is a certified legal specialist in Estate Planning
 \, Trust and Probate Law. He has been an estate planning attorney for 38 y
 ears and has helped over 4\,000 families plan their estates. His firm\, O
 ’Donnell &amp\; Associates\, limits their practice exclusively to planni
 ng for clients who seek tax reduction\, asset preservation\, probate avoid
 ance and long-term care public benefits.\n\nLOCATION: Zoom (Zoom link will
  be distributed on announce@uucpa.org and creparents@uucpa.org 2 days befo
 re and the day of the talk. If you aren’t already a member\, you can sub
 scribe to announce by sending an email to announce+subscribe@uucpa.org) 
  If you don’t get the email by four hours before the class\, please send
  an email to areclasses@uucpa.org to request the information.  Be sure t
 o specify which class you are requesting the info for.\n 
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