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NEW | Pet Trust-Estate Planning for Your Best Friend
Are you concerned about what will become of your pet if you become ill or die ? How can you ensure that your resources are used effectively for the weeks , months or years of care that may be needed if you are unable to provide it yourself ? Learn what is required to protect your pet , options for setting up the trust and the 12 key elements to consider in establishing the terms of the trust .
w Oct 7 | 6:30-8 pm | 1 Session | Fee : $ 19 Th | Staff Dev Ctr | AL077-2C47-F1 | Michaelis
Understanding Estate Planning and Trusts
If you own a business ; have real estate ( cabin , condo , farmland , or timeshare ) in another state ; have minor children or want to avoid probate or protect assets for future generations , a trust may be a great estate planning tool for you . Several types of trusts will be discussed , including revocable living trusts , irrevocable trusts , and support trusts for children / grandchildren . Learn how trusts can protect assets from irresponsible family members , avoid probate , reduce estate taxes , and protect assets from creditors . Question and answer time included . Instructor is an experienced estate planning , probate and elder law attorney .
w Oct 19 | 6:30-8:30 pm | 1 Session | Fee : $ 29 T | Staff Dev Ctr | AL077-2C28-F1 | Bolt Hoffer Boyd Law Firm
w Nov 16 | 6:30-8:30 pm | 1 Session | Fee : $ 29 T | Online | AL077-2C28-F2 | Bolt Hoffer Boyd Law Firm
Write Your Will
Prepare a will in class on the computer and learn about estate planning . Students should be comfortable using a computer as work will be completed in a computer lab . Some prep work required ; packet sent one week prior to class . This is a simple will class , not appropriate for those who have assets in excess of one million dollars or who need a trust . Instructor is an experienced estate planning attorney . Couples must register individually .
w Nov 8 | 5:30-9:30 pm | 1 Session | Fee : $ 99 M | Staff Dev Ctr | AL077-2C29-F1 | Weikel
After the Funeral
No matter how prepared for death one is , there will always be tasks left for survivors to do . Most of them can be undertaken in an orderly fashion over time , but some typically need immediate attention . Identify what needs to be done , when , and by whom . Pick up some tips that can help families avoid liquidity problems , facilitate bill paying , and mitigate family dynamics or issues . Taught by an estates and trusts attorney .
w Nov 1 | 6:30-8 pm | 1 Session | Fee : $ 25 M | Northdale MS | AL077-2C37-F1 | Peterson-Lerdahl
You ’ ve Been Appointed Executor or Trustee , Now What ?
Before helping an elderly loved one with financial or legal affairs , it is crucial to understand your responsibilities so that you are able to protect your loved one and yourself . An experienced estate and elder law attorney will share the information you need to know so you understand the parameters of the law and are able to successfully serve as a personal representative , trustee or attorney-in-fact . Hear what it means to be a fiduciary , how to sign legal documents in ways that will protect you from liability , and how to deal with family members and institutions .
w Oct 11 | 6:30-8 pm | 1 Session | Fee : $ 25 M | Staff Dev Ctr | AL077-2C36-F1 | Peterson-Lerdahl
Keeping the Family Cabin or Farm
Keeping property in the family and avoiding problems requires a good plan and solid professional advice . Learn options and strategies for minimizing disputes and keeping a cabin or other family-owned property within the family for generations to come . Instructor is an attorney practicing in the areas of estate planning , real estate and business .
w Sep 14 | 6:30-8:30 pm | 1 Session | Fee : $ 29 T | Staff Dev Ctr | AL077-2C30-F1 | Bolt Hoffer Boyd Law Firm
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