Estate and Trust Planning Starts Sept. 27 at Castro Valley Adult and Career Education

Don’t leave it to chance! Ensure that your wishes are carried out and save your loved ones from uncertainty.

This 2-hour workshop will cover an overview of what is involved in planning a trust and estate. Topics include:

• advance health care directives and health care decision making,


• managing financial affairs during incapacity including durable powers of attorney,


• inheritance options,


• living trusts,


• estate tax planning, and more.

About the Instructor

James J. Phillips is a certified specialist in estate planning, probate, and trust law with over 30 years of experience. He holds an LL.M. post-graduate degree in taxation. Highest rating (AV) of professional excellence by Martindale-Hubbel Law Directory since 1990. Included annually in Northern California Super Lawyers since its inception. He is a native of Castro Valley and a 1972 graduate of Castro Valley High School.