Instructed by Tiffany Bentley and David Raymon

 

You can’t take it with you… but you can plan ahead. In this class, learn how to ease the burden on your family, friends, and loved ones by organizing your estate to smoothly and tax-efficiently transfer your assets at death. The class will provide an overview of the probate process, tips on how to avoid probate, and strategies for reducing your estate tax liability. Learn the importance of various estate plan documents, including wills, trusts, powers of attorney and health care proxies, that everyone should have. You will leave with a packet of take-home materials. No Senior/Staff Discount.  Tiffany Bentley has spent her entire legal career with the Private Client Group at Burns & Levinson, primarily focused on all aspects of Probate and Family Court litigation. Tiffany is also experienced in estate planning as well as estate and trust administration. David Raymon is an attorney in the firm’s Private Client and Trusts & Estates Groups. Dave is a JD/CPA. He advises clients on tax and non-tax aspects of their estate planning, fiduciary duty actions, and other probate and trust-related controversies.

DAY   DATE   TIME   ROOM   FEE
TUES   9/24   7:00-8:30PM   B330   $29/person or couple