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Class Name: Summer 2019, Free: PERSONAL LEGAL MATTERS, ESTATE PLANNING OVERVIEW, Wednesday, July 17, 3-5pm, RH Johnson Lecture Hall (SF108):PERSONAL LEGAL MATTERS, ESTATE PLANNING OVERVIEW, Wednesday, July 17, 3-5pm
Number of Slots: 99
Description: During this presentation, the instructor will describe essential estate planning documents and outline the differences between estate planning with a Will versus estate planning with a Revocable Trust. Additional important documents will be explained, including Powers of Attorney, both financial and health, and Living Wills. Other estate planning techniques, including holding title to assets in joint tenancy or community property, with rights of survivorship, transferring assets by way of POD or TOD designations and the requirements and proper planning with respect to life insurance policies, IRA contracts and annuity contracts will also be reviewed. Instructor Attorney Carrie Kulesh obtained her BA in psychology from the University of Nebraska and graduated from Creighton University School of Law with a Juris Doctorate Degree. She worked in the Trust Department of First Interstate Bank, now known as Wells Fargo Bank, N.A., and as an associate attorney for Norris & Adams, P.C., Sun City, Arizona. In 1995, she opened her own law practice and focuses on estate planning and estate administration.
Wed Jul 17, 19 03:00 PM
RH Johnson Recreation Center:Lecture Hall
Categories Assigned to this Class Session:
Finance and Technology
|Wednesday July 17, 2019||03:00 PM - 05:00 PM||RH Johnson Recreation Center:Lecture Hall