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Estate Planning Seminar - San Diego

Date:
Friday, November 4, 2016
Time:
12:00 PM - 2:00 PM
Location:
San Diego Humane Society - San Diego Campus
5510 Gaines St
San Diego, CA 92110

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

San Diego
Friday, November 4, 2016
12:00 - 2:00 p.m.

San Diego Humane Society
5500 Gaines Street
San Diego, CA 92110
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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. Please RSVP by Friday, October 28th. To RSVP by phone, call 619.243.3434.

 

Thank you to our event sponsor:

Morgan Stanley Logo

 

For more information about making a gift through your will or trust, contact
Carol Spychalski
Senior Director, Philanthropy

San Diego Humane Society
619.243.3414
cspychalski@sdhumane.org

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