Quick Links

Wills, Trusts, and Estate Planning

Login to register

From September 26, 2017 4:00 PM until September 26, 2017 6:00 PM 34 seats left

This seminar will discuss important life and estate planning techniques.

 

Including:

  • Preparing for health care and financial decisions to be made if you are not in a position to make them yourself;
  • Determine whether lifetime gifts to your loved ones or charity should play a role in your planning;   
  • Knowing what questions to ask your attorney to execute an effective estate plan;
  • Familiarizing yourself with the basic planning documents to implement as part of your estate plan;
  • Understanding the importance of asset ownership and beneficiary designations; and  • Evaluating the potential for estate taxes.

Event repeats

Search Events




 

Login/Create a Profile

You must LOGIN with UTEP or GUEST credentials to register for event listings. Coordinators can post events.