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What Will Happen To My Stuff -- Janet L. Wallace
SLO United Methodist Church
San Luis Obispo, CA
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What Will Happen To My Stuff -- Janet L. Wallace
This course will answer these questions (and others like them):

Who needs an estate plan and what is involved?

What documents are needed?

What are the pitfalls of not having an estate plan?

What are the benefits of having a revocable trust in addition to a Will?

Does having a trust help me avoid estate taxes?

What is probate and why should it be avoided?

Who takes over if I can no longer manage my assets?

How do I provide for my grandchildren, particularly when I have a spendthrift child?  

Can someone change my estate plan without my wishes?

And, what are the dangers of giving my child too much?

Janet L. Wallace is an attorney at Adamski Moroski Madden Cumberland & Green LLP, specializing in estate planning and administration. Ms. Wallace also teaches Estate Planning and Administration at Cuesta Community College.  A graduate of UC Davis School of Law, Ms. Wallace was named one of the Countys Top 20 Under 40 by the San Luis Tribune and received the inaugural Rising Star award from the Women Lawyers Association of San Luis Obispo.

Wednesday, November 9,  10am-12pm  San Luis Obispo United Methodist Church

If you would like to have the password for the member price for this course, go to www.lifelearnerscc.org for information on how you can become a member.


SLO United Methodist Church (View)
1515 Fredericks Street
San Luis Obispo, CA 93405
United States


Education > Classes

Kid Friendly: No
Dog Friendly: No
Non-Smoking: Yes!
Wheelchair Accessible: Yes!


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