Community Education - current class catalogs Adult classes and activities - Fall 2018 | Page 9

money
Understanding Estate Planning & 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.
Le arn 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 business law
attorney. Class fee: $29.
w Sep 11 | 6:30 - 8:30 pm | 1 Session
T | Staff Dev Ctr | AL077-2C03-F1 | Helseth
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. Class fee: $99.
w Nov 15 | 5:30 - 9:30 pm | 1 Session
Th | Staff Dev Ctr | AL077-2C04-F1 | Weikel Law Firm
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. Class fee: $19 one; $25 two.
What To Expect When
You’re Retiring
Are you approaching retirement, or did you
recently retire? Join us for a special session to
learn ways to have a positive transition into
retirement:
• Having a sense of purpose is an important
key to satisfaction. We’ll start the morning
exploring a variety of ways to identify what is
significant you to establish a purpose-filled life
in retirement.
• Then we will turn retirement financial concerns
into confidence. Hear important strategies to
help you be wise with money, live generously
and retire fearlessly.
• Lastly, we will discuss how to plan quick
and easy meals for a one- or two-person
household without wasting food and money.
Class fee: $25 one; $39 two.
w  Oct 6 | 8:30 am – 12:30 pm | 1 Session
S | Staff Dev Ctr | AL077-2C16-F1 | O
 ’Brien/Schwartz/
Carpentier
w Nov 5 | 6:30 - 8:30 pm | 1 Session
M | Oak View MS | AL077-2C11-F1 | Peterson
www.discovercommunityed.com | 763-506-5766 | 2018 FALL
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