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Estate Planning


Adult Enrichment / Career, Technology & Finance -
Fall 2022

With both humor and knowledge, a local attorney and estate planning specialist will address fundamentals of estate planning.

Essentials: Estate planning is not just for the wealthy—or the old. Nearly everyone has an “estate,” consisting of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. Regardless of the size of your “estate,” good planning lets you control how your assets are given to the people or organizations you care most about; sets up your heirs for success by passing on their inheritance in a way that helps them; helps you and your heirs pay substantially less in taxes, fees, and court costs; minimizes family strife; and makes it easier for your loved ones to handle your affairs during a time of loss.

Advanced Concepts: Dive deeper into end-of-life planning as we cover how to structure trusts for children and heirs to support them on their life journeys, while still encouraging their personal growth and achievement. We’ll discuss additional tax planning techniques to minimize estate and capital gains taxes, potential new tax law changes, as well as charitable giving tools that can build family unity and shared purpose.

 October 2022 
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Instructor

David W. Adams


David Adams, Esq. is a resident of Arlington and founding partner at Pathway Law LLC, a firm specializing in estate planning, elder law, charitable planning, probate, and estate administration. Visit PathwayLaw.com

CTF-Advanced Concepts

  David W. Adams


Online
Monday, Oct 24
7:00 - 9:00 PM

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CTF-Essentials

  David W. Adams


Online
Monday, Oct 3
7:00 - 9:00 PM

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Fewer than 5 spots left