Register Below or Call at:
(858) 792-0909
FREE WORKSHOP:
PROTECT YOUR HOME AND FAMILY TRUST ASSETS
HOW THE NEW TAX LAWS AND TRUST CHANGES AFFECT YOU AS A HOMEOWNER AND TRUSTEE OF YOUR FAMILY TRUST
Classroom Instruction for Homeowners and
Trustees of Family Trusts Now Being Provided at:
CARLSBAD (DOVE LANE) LIBRARY
2 Consecutive Sessions
Sessions 1-2: Saturday, June 9, 2018
9:00 A.M. to 12:00 Noon
AND
Sessions 3-5: Saturday, June 16, 2018
9:00 A.M. to 12 Noon.
– How New Tax Laws Affect Trusts and Estates
– The Asset Protection Family Trust
– Trust Strategies to Asset Protect Your Childrens’ Inheritance
– Understanding Essential Family/Living Trust Provisions
– Asset Protection and Tax Strategies for the Home Using Spendthrift,
Heggstad and Essential Trust Provisions
* Attorneys – $1,000 Admission Charge
Stephens Law Group
12526 High Bluff Dr.
Suite 200
San Diego, CA 92130
Phone: 858-792-0909
Email: jes@jackstephens.com
Fax: 858-792-0806
Office Hours:
Monday-Thursday 9am-5pm
Friday 9am-1pm