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Trust and Estate Planning Workshop in C.V. September 27

Register in advance to attend through the Castro Valley Adult and Career Education Center

 

From Castro Valley Adult and Career Education Center-

As part of its community interest programming, the Castro Valley Adult and Career Education Center will hold a two hour workshop on planning a trust and estate on September 27 at 6:30 p.m.

The course presenter will be James J. Phillips, a certified specialist in estate planning, probate, and trust law with over 30 years of experience. Phillips is a Castro Valley native who graduated from Castro Valley High School in 1972.

Topics to be covered in the class include advance health care directives and matters relating to health care decision making; management of financial affairs during incapacity (including durable general powers of attorney, conservatorships, and living trusts); inheritance options for your beneficiaries, (both trust and non-trust options); living trusts and estate tax planning.

Registration must be completed in advance and costs $20 per person.


To register by phone call 510-886-1000. Please have course number and credit card information ready when you call. The course number for this workshop is 209900.

The Castro Valley Adult and Career Education Center is located at 4430 Alma Avenue, Castro Valley.

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