Seminar Topics

IRA Trusts.
As pensions fade into history, self directed savings plans such as IRAs and 401(k)s are becoming the primary retirement planning tools of today.  These tax deferred savings plans are powerful savings tools that allow you to grow your money tax free  until you are required to withdraw funds in retirement.  But what happens after you die?  Unlike a pension, the remaining balance of IRAs and 401(k)s can be passed down to your children, family, friends, or even charities.  With proper planning your beneficiaries can also receive tax deferred benefits.  Improper planning can result in loss of tax benefits and exposure to your beneficiaries’ creditors or divorce.  IRA Trusts provide a way for you to retain tax benefits and protect your retirement account for your beneficiaries.  Come to this seminar to learn how to gain control and protect your retirement accounts with IRA Trusts.

Estate Planning for Digital Assets.
What happens to your digital asset (such as Facebook, iCloud, or Gmail) if you become incapacitated or pass away? Are you helping your parents or a loved one with finances and worried you are violating laws when using their banking or email accounts? If you are curious about these questions and would like to learn more, this seminar is for you.

Tools, Tips, Tricks and Traps
The ABC’s of Estate Planning. What are the important aspects of estate planning? This seminar will include topics on Wills and Living Trusts, planning for incapacity, proper planning for your beneficiaries, including inheritance taxes and choosing the proper person to settle your estate. If you are interested in learning the basics of estate planning, then this seminar is the one for you!

The Five Estate Planning Questions Everyone Needs to Answer
What is the best tool to use to administrate my estate? Have I properly planned for incapacity? Have I properly planned for my beneficiaries? Have I planned to minimize Estate Taxes on my Estate? Have I chosen the right person to settle my Estate? An attorney from RLG covers these topics and answers the questions you should be asking.

When and What Do I Need to Do to Update My Estate Plan?
How do you know if you should update your Estate Planning?  Did you know that your plan needs to be serviced on a regular basis? This seminar covers changes that should trigger updates, summarizes typical documents, and offers examples for consideration.

Survival Guide for Successor Trustees.
Have you named your children as a successor Trustee or Personal Representative?  Or are you named?  The initial reply was “I’d be honored.”  But what has been agreed to?  If you are curious (or worried) about the duties of a successor Trustee or Personal Representative, this seminar is for you.  The seminar introduces the roles, duties, and responsibilities of a successor and outlines the estate administration process.

Estate Planning for Women.
Regardless of age or marital status, women, on average, live longer, earn less over their lifetimes and carry more of the family care-taking responsibilities than men.  Whether your estate plans     include a partner or not, this seminar speaks directly to the sensitive issues women face and the tools available to protect dignity and legacy.

Estate Planning for Gay and Lesbian Couples.
This seminar discusses estate planning from the unique view of couples in gay and lesbian relationships. With the Supreme Court’s Obergefell ruling in 2015, same-sex marriages have been legalized on a national level thereby providing all the rights of marriage to all couples.  However, despite marriage equality, gay and lesbian couples may still have special concerns that should be addressed when developing an estate plan.  This seminar discusses the traditional techniques of estate planning with a special focus on some of the issues that gay and lesbian couples should consider when doing their estate planning.

Estate Planning for Unmarried Couples.
This seminar discusses estate planning from the unique view of unmarried couples in long-term relationships.  Estate planning can be more important for those in long-term unmarried relationships due the different laws that may apply to unmarried couples as opposed to married couples. This seminar will discuss estate planning, the laws that affect unmarried couples, and the special concerns that may affect unmarried couples when creating an estate plan.

Planning for Incapacity.
Are you concerned about the dramatic consequences of incapacity?  There are emotional issues for the family and the incapacitated person, legal issues that may force control to be put in the hands of unwanted relatives, and financial issues as nursing home costs soar.

Asset Protection for Landlords and Business Owners.
How do you protect your assets from frivolous litigation?  There are some basic steps that every business owner and rental property owner should consider.  This seminar explores the protections offered by limited liability companies and irrevocable trusts.

How can You Protect Your Assets From Liability?
How do you protect your assets from frivolous litigation? There are some basic steps that every business owner and rental property owner should consider. This seminar explores the protections offered by limited liability companies and irrevocable trusts.

Planning for Financial, Estate and Emotional Issues When You have a Special Needs Child.
Parents and caretakers of children with special needs are faced with daily challenges which make it difficult to do much in the way of planning or preparing for the future. The take-it-one-day-at-a-time approach works most of the time, but experts say parents of special needs children should pause to consider what may happen to their special-needs child if something should happen to them. With increasing life spans among disabled people, odds are good that many of these children will survive their parents.