OCC Foundation Offering Free 8-Week Estate Planning Seminar

Orange Coast College is pleased to sponsor the “It’s Your Estate” workshop series beginning Friday, April 8 from 10–11:30 a.m. in the College’s Student Center classroom.

The weekly workshops are offered to community members free of charge and include valuable information on topics such as “Planning for Incapacity” and “The Role of the Trustee and Executor.” Each workshop series is sponsored by local charitable organizations and is designed to educated attendees on how to understand and make smart choices in the areas of estate planning, living trusts, charitable remainder trusts, health care directives, and IRA and retirement distributions.

OCC’s “It’s Your Estate” seminar series will be presented by Peter Kote, who started the series when he was employed by Cal State Long Beach in the 1990s. Kote’s goal is to avoid the predatory sales practices of the financial service industry that are often part of these types of events. Attendee names will not be given or sold to the presenters or anyone else.

Each session will cover a different topic, and all sessions will take place in the OCC Student Center Classroom:

Friday, April 8 — 10-11:30 a.m., Introduction and Personal Assessment

Friday, April 15 — 10-11:30 a.m., Estate Planning Basics

Friday, April 22 — 10-11:30 a.m., Planning for Incapacity

Friday, April 29 — 10-11:30 a.m., Living Trusts and Beyond

Friday, May 6 — 10-11:30 a.m., Charitable Income & Tax Planning Issues

Friday, May 13 — 10-11:30 a.m., IRA & Retirement Plan Distributions

Friday, May 20 — 10-11:30 a.m., The Role of the Trustee and Executor

Friday, May 27 — 10-11:30 a.m., Case Study and Review

Members of the community are welcome to attend one, a few or all eight sessions. Coffee and muffins will be available a few minutes before each session starts.

Those interested in attending can contact Liz Parker at eparker@occ.cccd.edu or (714) 432-5707 to save a spot.