Structuring and Funding a Trust Fund the RIGHT Way
February 9, 2023 @ 11:00 am - 12:00 pm
| Free for AAGLA MembersYour estate planning will be made easy with expert, Joe Engle, Attorney at Law
It is never too early to begin the process of estate planning. These documents are especially important at significant life events such as marriage, having kids, buying a house and at retirement. You need to make sure your assets, your children and your family are taken care of should something happen to you. Having an estate plan will ensure that everything will be organized and in order with all of your wishes clearly laid out.
If you have assets and do not have a plan, your estate may end up being settled in the California Probate Court. Probate court is expensive and settling your estate can take years, instead of months to settle. If you do not estate plan, the assets you have worked so hard to accumulate during your lifetime, may end up in the hands of people you would not want to be the beneficiaries of your hard work. If you do no planning, your estate and beneficiaries may pay taxes when they could have been avoided or reduced by proper planning. If you do no estate planning, beneficiaries who do not have the ability to manage your assets during your life or after you pass, may squander the assets you worked so hard during your life to accumulate.
Our legal expert, Joe Engle, will explain how an estate plan and trust funds will work to protect your assets and minimize tax burdens for your beneficiaries, and why estate planning is important now, no matter where you are in life. During the webinar, we will also cover the following:
- The dangers and costs associated with estates that end up in probate court.
- The documents drafted in most estate plans, including Revocable Living Trust, Pour-Over Will(s), Advanced Health Care Directive(s) and Power of Attorney(s).
- The risks associated with lack of planning – absent an estate plan, the assets you have worked so hard to accumulate during your lifetime may end up in the hands of people you would not want to be the beneficiaries of your hard work.
- How to avoid taxes using the appropriate estate plan and trusts.
- Trust administration while living, while incapacitated or after the person who created the trust has passed away.
- Estate administration after death.
- And wait…there’s so much more. YOUR questions will help lead the discussion.
This will be a live, interactive, online learning session. Live Q&A will take place throughout the online seminar. Please join us for what will surely be an extremely informative and timely presentation.
Please log in to register. If you have any questions regarding this event, please contact Events Manager Diana Alcaraz via email at . For faster service, please have your membership number ready. We look forward to seeing you. Please stay diligent and be healthy!
WARNING: THE INFORMATION PROVIDED DURING THIS WEBINAR IS FOR GENERAL INFORMATION PURPOSES ONLY. ABSOLUTELY NO LEGAL OR TAX ADVICE IS BEING GIVEN DURING THIS WEBINAR. BEAR IN MIND THAT EVERY SITUATION IS UNIQUE, AND THE LAWS, RULES AND REGULATIONS ARE SUBJECT TO CHANGE AT ANY TIME. SO, BEFORE ACTING, BE SURE TO OBTAIN TAX AND/OR LEGAL ADVICE FROM A LICENSED PROFESSIONAL.
About Our . . .
Panelist(s):
Joe Engle, Managing Partner, Law Offices of Joe Engle
Joe Engle is an attorney who focuses his practice in three areas: estate planning, trust administration and estate administration. He received his law degree from the University of West Los Angeles. Because every estate plan is a unique family plan, Mr. Engle offers a complimentary consultation by phone or video-conferencing to begin the process. The goal of the consultation is for the client to better understand the estate planning documents and process so that Mr. Engle can learn the family's goals and objectives.
Moderator:
Daniel Yukelson, Executive Director, Apartment Association of Greater Los Angeles
Daniel Yukelson is currently the Executive Director of The Apartment Association of Greater Los Angeles (AAGLA). As Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and since then had served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies. Prior to joining AAGLA, Yukelson served for 12 years as Chief Financial Officer for Premiere Radio Networks, now a subsidiary of I-Heart Media, and then 3 years as Chief Financial Officer for Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved with the development and construction of the Waldorf. Yukelson also served for 6 years as a Planning Commissioner and for 3 years as a Public Works Commissioner for the City of Beverly Hills.
Thank You to Our Presenter:
Law Offices of Joe Engle
It is never too early to begin the process of estate planning. These documents are especially important at significant life events such as marriage, having kids, buying a house and at retirement. You need to make sure your assets, your children and your family are taken care of should something happen to you. Having an estate plan will ensure that everything will be organized and in order with all of your wishes clearly laid out. The Law Offices of Joe Engle provide estate planning services for all ages in Westlake Village, California. For more information, contact the Law Offices of Joe Engle at (805) 297-8121 or visit their website at https://www.englelegal.net/.
