Don’t leave it to chance! Ensure that your wishes are carried out and save your loved ones from uncertainty.
This 2-hour workshop will cover an overview of what is involved in planning a trust and estate. Topics include:
- advance health care directives and health care decision making,
- managing financial affairs during incapacity including durable powers of attorney,
- inheritance options,
- living trusts,
- estate tax planning, and more.
About the Instructor
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James J. Phillips is a certified specialist in estate planning, probate, and trust law with over 30 years of experience. He holds an LL.M. post-graduate degree in taxation. Highest rating (AV) of professional excellence by Martindale-Hubbel Law Directory since 1990. Included annually in Northern California Super Lawyers since its inception. He is a native of Castro Valley and a 1972 graduate of Castro Valley High School.
