Estate Planning Seminar Three
WILL SUBSTITUTES
Santa Monica Public Library
DATE: October  20, 2016
TIME:  1:00 pm - 3:00 pm

Address:  601 Santa Monica Blvd.
2nd Floor, Multipurpose Room
Santa Monica, CA 90401
Will Substitutes - Viable Estate Planning Vehicles....or not?

JOIN US for Seminar Three and find out! 

Will substitutes have become popular estate planning tools.  Join us for an enlightening discourse as Estate planning attorney Brett Bjornson guides you through Will substitutes, including Beneficiary Designations, Revocable Trusts, Pay-On-Death Accounts (PODs), and the recently legislated Transfer on Death Deeds (TODs) for real property. Drawing on real world examples, the lecture will emphasize the attributes and shortcomings of Will substitutes as devices for planning your estate.

Seminar Three will highlight circumstances when Will substitutes are viable estate planning options and situations when Will substitutes are ineffectual methods for handling certain contingencies.

Space is limited click below to RSVP:
Can't make the October Seminar?

Click on the link below to check out our Series brochure:  

E-mail Genevieve Cruise, gcruise@gormanmiller.com to save your seat today
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