Senior Concern Seminar November Topic: Taking the Handcuffs Off the Surviving Spouse

One of California’s leading Elder Law Attorneys — Richard Scott Stewart, Esq. of California Estate and Elder Law — will present at the Foundation for Senior Care’s Senior Concern Seminar for November. This is a no-cost educational seminar entitled, “Taking the Handcuffs Off the  Surviving Spouse” on Tuesday, November 12 from noon until 1:30 at the Christ the King Church located at 1620 S. Stage Coach Ln. in Fallbrook.

While there is no charge for the session, registration is required since space is limited, and lunch will be provided. To register, call the Foundation for Senior Care at 760-723-7570, for more information visit www.foundationforseniorcare.org.

“For years, estate planning attorneys have been using A/B trusts primarily to protect their clients against estate taxes (though there are other reasons such as creditor protection and family bloodline protection).” Stewart explains. “Now, however, the majority of Americans are no longer subject to the estate tax – and capital gains taxes are what most of our clients are concerned about. It is important to understand the difference between B trusts and AB trusts and whether they are still the best option, and if not, what should you do about it. Preparation now will give you and your family not just financial protection but peace of mind.”

This is the fourth of four sessions co-hosted by The Foundation for Senior Care and California Estate and Elder Law, LLP. It is offered to everyone in the community interested in understanding their family’s planning options.

“This is a wonderful opportunity to learn what each of these documents is and why they are important to you,” noted Foundation for Senior Care Advocate Darlene Weber. “We are excited for the community to participate in this event and learn about their planning options. It is important not to wait, you don’t know when these documents will be needed.”

 

ABOUT:

The Foundation for Senior care is a 501© (3) non-profit organization that serves the needs of seniors and disabled adults in Fallbrook. It provides transportation services, offers adult day care services at “The Club”, senior advocacy and a computer learning center. The Foundation for Senior Care depends on business and individual donors to provide these essential services to the community. It is located at 135 S. Mission Rd. in Fallbrook, CA. Tax ID 95-3389263.

 

Comments 2

    1. Post
      Author

Leave a Reply to Debbie Torres Cancel reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.