SEMINARS If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here .
To see what seminar topics we present on a regular basis, please review our Speaker Connection page.
Upcoming Seminars FIND A SEMINAR IN YOUR AREA:
SHOW ALL
Cupertino, California
Palo Alto, California
Redwood City, California
San Mateo, California
Client Gifting Seminar
Area: Date: Time: Location: Address:
350 Cambridge Avenue, Suite 130, Palo Alto, CA 94306At the corner of Cambridge Avenue and Birch Street-one block North of the California Avenue Business District ---Free 2 hour parking on the street, in the lot on the corner or in the garage on the South side of Cambridge Avenue
Description
Estate Planning & Gifting Opportunities under the new tax law Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act (2010 Act) The estate-tax exemption had been steadily rising since the Bush tax cuts went into effect, from $675,000 in 2001 to $3.5 million in 2009. During 2010 there was no estate tax. The estate tax was to return in 2011 with an exemption of $1 million. The gift-tax exclusion, as opposed to the estate tax itself, was $675,000 in 2001 and increased to $1 million in 2002 where it remained until 2011.
Individuals have an opportunity in 2012 to gift substantially more, however the time is limited.
For 2011 and 2012, the estate tax and gift tax have the same exclusions and rates: $5 million and 35 percent . This can be a tremendous benefit for larger estates which may face the estate tax in ten, twenty or thirty years, to distribute vast assets -- and, more importantly, the appreciation on those assets -- out of their estates while they are alive.
Until December 31, 2012 , the gift-tax exemption is $5 million for individuals and $10 million for couples
so people can give away this amount without paying a penny in gift tax. The exclusion for the generation-skipping tax -- levied on assets passed down to grandchildren, great-grandchildren and other similar groups -- has also been set at $5 million, per individual, for 2011 and 2012 which allows families even more opportunities for extremely long-term planning. While many hope lawmakers will extend the current regime beyond 2012, other events—such as a debt crisis—could render the tax breaks temporary.
Client Gifting Seminar
Area: Date: Time: Location: Address:
350 Cambridge Avenue, Suite 130, Palo Alto, CA 94306At the corner of Cambridge Avenue and Birch Street-one block North of the California Avenue Business District ---Free 2 hour parking on the street, in the lot on the corner or in the garage on the South side of Cambridge Avenue
Description
Estate Planning & Gifting Opportunities under the new tax law Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act (2010 Act) The estate-tax exemption had been steadily rising since the Bush tax cuts went into effect, from $675,000 in 2001 to $3.5 million in 2009. During 2010 there was no estate tax. The estate tax was to return in 2011 with an exemption of $1 million. The gift-tax exclusion, as opposed to the estate tax itself, was $675,000 in 2001 and increased to $1 million in 2002 where it remained until 2011.
Individuals have an opportunity in 2012 to gift substantially more, however the time is limited. For 2011 and 2012, the estate tax and gift tax have the same exclusions and rates: $5 million and 35 percent Until December 31, 2012 , the gift-tax exemption is $5 million for individuals and $10 million for couples so people can give away this amount without paying a penny in gift tax. The exclusion for the generation-skipping tax -- levied on assets passed down to grandchildren, great-grandchildren and other similar groups -- has also been set at $5 million, per individual, for 2011 and 2012 which allows families even more opportunities for extremely long-term planning. While many hope lawmakers will extend the current regime beyond 2012, other events—such as a debt crisis—could render the tax breaks temporary.
Wills & Living Trust Seminar
Area: Date: Time: Location: Address:
350 Cambridge Avenue, Suite 130, Palo Alto, CA 94306At the corner of Cambridge Avenue and Birch Street-one block North of the California Avenue Business District ---Free 2 hour parking on the street, in the lot on the corner or in the garage on the South side of Cambridge Avenue
Description
Know the Latest Facts About Wills, Trusts, Probate, and Estate Planning
What you don’t know could cost your family thousands of dollars!
--- and your family--- to get the facts on proper estate planning. If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!
Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning
your estate may owe substantial estate taxes.
A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit.
To find out more about the benefits of proper estate planning, register to attend one of these free seminars…
Wills and Living Trust Seminar
Area: Date: Time: Location: Address:
350 Cambridge Avenue, Suite 130, Palo Alto, CA 94306At the corner of Cambridge Avenue and Birch Street-one block North of the California Avenue Business District ---Free 2 hour parking on the street, in the lot on the corner or in the garage on the South side of Cambridge Avenue
Description Know the Latest Facts About Wills, Trusts, Probate, and Estate Planning
What you don’t know could cost your family thousands of dollars!
--- and your family--- to get the facts on proper estate planning. If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!
Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning your estate may owe substantial estate taxes.
A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit.
To find out more about the benefits of proper estate planning, register to attend one of these free seminars…
