What's New In Estate Planning? 

In this seminar you will learn how to:

• IRA / Retirement Account Trusts

• Law changes regarding Estate Tax

• Recent court rulings regarding "No Contest" clauses

• Physician's Orders for Life-Sustaining Treatments (POLST)

• Effects of handwritten changes to your estate planning documents

Please give us a call at (408) 244-5754 to reserve your spot at this seminar.

<< Return to Upcoming Seminars Page