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Free Estate Planning Seminar - Escondido

Date:
Thursday, March 3, 2016
Time:
12:00 PM - 2:00 PM
Location:
Cocina Del Charro
890 West Valley Pkwy
Escondido, CA 92025

You're invited to join us for a complimentary Estate Planning Seminar for you, your family, and your pets!

Topics of discussion will include:

  • Introduction to wills and trusts
  • Pet trusts
  • Planning for your pets to be taken care of after you are gone
  • How your advanced planning can provide for the Humane Society to help other animals
  • Retirement and tax planning strategies
  • How to liquidate securities and real estate and pay no capital gains tax
  • How to take IRA distributions and pay little or no income tax on them

Guest Speaker: Mark Drobny, Attorney at Law, Master of Laws (L.L.M.), Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization.

Lunch will be provided. To RSVP by phone, call 619.243.3434.

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Thank you to our event sponsor:

 

For more information about making a gift through your will or trust, contact
Nicole Roman
Director of Planned Gifts

San Diego Humane Society
619.243.3443
nroman@sdhumane.org

Registered users can request event reminders
Register