Estate Planning

Living Trusts

Jul 15, 2015

Living Trusts: Do you need a living trust? Are there taxation issues? Guest: David Hellman, a Specialist in Estate Planning, Trust, and Probate Law and also in Taxation Law, Certified by the California board of Legal Specialization.   Listeners with questions for David Hellman, please call 1-866-798-8255.

The Educating Seniors Project of the Trusts & Estates Section of the State Bar.
Guest: Jennifer Wilkerson, a Certified Specialist in Estate Planning, Trust & Probate Law.
Listeners with questions for Chuck Finney &/or Jennifer Wilkerson, please call 415-841-4134.
Our special once-a-month Call-A-Lawyer Night also is this evening. So, while Your Legal Rights broadcasts over 91.7 FM (online at kalw.org), 7 to 8pm, listeners can call the off-air attorneys, 800-525-9917, for private/no-fee consultation on any law questions they are prepared to discuss.

A refresher on estate planning and documents to protect yourself and your heirs.Guest: Peter Stern, a Certified Specialist in Estate Planning, Trust & Probate Law, and a past Chair of the Executive Committee of the Trusts & Estates Section of the State Bar.

Estate Planning for Your golden Years, Program 2
Guests: David Hellman and Peter Stern, Specialists in Estate Planning, Trust, and Probate Law Certified by the California Board of Legal Specialization of the State Bar.
Listeners with questions for Chuck and his guests please call 415-841-4134.

Estate Planning for your Golden Years. Guest: David Hellman, Specialist in Estate Planning and Taxation, Certified by the California  Board of Legal Specialization. Listeners with questions for Chuck and David Hellman, please be ready to call 415-841-4134. 

A further discussion of Basic Estate Planning IssuesGuests: Certified Specialists in Estate Planning James Efting and Daniel Brown. Listeners with questions for Chuck's guests, please call 415-841-4134.

Basic Estate Planning Issues. Guests:  Certified Specialists in Estate Planning, Trust, and Probate Law Daniel Brown and James Efting.Listeners with questions for Chuck and his guests, please call 415-841-4134.

Year-End 2013 Tax Tips

Guest:  David Hellman, Certified Specialist in Taxation Law and Estate Planning.

Listeners please call with questions or comments for Chuck and David Hellman: 415-841-4134.
 

Discussion on estate planning for same-sex couples.

Guests:  Estate Planning Attorneys Virginia Palmer and Jean Johnston.

Listeners are invited to participate. Please be ready to call-in with questions: 415-841-4134.

Chuck Finney is joined by  Linda Kramer, Chair of the Estate Planning Advisory Commission of the Board of Legal Specialization, to discuss two aspects of estate planning – advanced health directives and planning for a medical crisis.