You are invited to join AAII San Diego for our Chapter event on Estate Planning. Here are some of the subjects we will be covering:
- The differences between Revocable and Irrevocable Trusts-and when to use each
- Key roles in estate planning documents (Trustee, Executor, Agent, etc.) and their responsibilities
- How Prop. 19 and step-up in basis rules affect real estate inheritance and property taxes
- Strategies for minimizing litigation and making use of professional fiduciaries
Click here to register for in-person attendance.
Click here to register for the Zoom Webinar.
You can read more about this event on our AAII Community page: Click here>
Very resepctfully,
Jim Hoffmann
Secretary@aaiisandiego.com
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Jim Hoffmann,
secretary@aaiisandiego.com------------------------------