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Bridges Academy Fiscal Fitness: Wills, Trusts, and Taxes – What You Don’t Know

Bridges Academy Fiscal Fitness: Wills, Trusts, and Taxes – What You Don’t Know

This event occurred in the past

Date and Time

Thursday, November 10, 2011 from 10 a.m. to 11:30 a.m.

Location

Degheri Alumni Center

5998 Alcala Park San Diego, CA 92110

Cost

0

Details

For those 55 and up.

The estate planning and taxation landscape is constantly changing. USD School of Law Adjunct Professor Kenneth G. Coveney will review the basic documents everyone should have to protect themselves and their families, and to minimize taxes. These will include trusts, wills, powers of attorney, health care directives, and the all important beneficiary designations. The current gift and estate tax situation will be covered along with what may, or may not, happen in 2013. 

 

Jenny Barbosa | jehrgott@sandiego.edu | (619) 260-4815

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