subscribe: Posts | Comments

Loading Events

« All Events

  • This event has passed.

Important personal legal matters

August 17 @ 3:00 pm - 5:00 pm

Free

IMPORTANT PERSONAL LEGAL MATERS, 3 pm to 5 pm, Thursday, August 17, RH Johnson Lecture Hall. (This class is free)  During this presentation, the instructor will describe essential estate planning documents and outline the differences between estate planning with a Will versus estate planning with a Revocable Trust.  Additional important documents will be explained, including Powers of Attorney, both financial and health, and Living Wills. Other estate planning techniques, including holding title to assets in joint tenancy or community property, with rights of survivorship, transferring assets by way of “POD” or “TOD” designations and the requirements and proper planning with respect to life insurance policies, IRA contracts and annuity contracts will also be reviewed. Instructor Attorney Carrie Kulesh obtained her BA in psychology from the University of Nebraska and graduated from Creighton University School of Law with a Juris Doctorate Degree. She worked in the Trust Department of First Interstate Bank, now known as Wells Fargo Bank, N.A., and as an associate attorney for Norris & Adams, P.C., Sun City, Arizona. In 1995 she opened her own law practice and focuses on estate planning and estate administration.

  

Details

Date:
August 17
Time:
3:00 pm - 5:00 pm
Cost:
Free
Event Category:

Organizer

Tamra Stark
Phone:
623 544-6194
Email:
tamra..stark@suncitywest.com

Venue

RHJ Lecture Hall
19803 N R H Johnson Boulevard
Sun City West, AZ 85375 United States
+ Google Map