Date: Friday, December 17, 2021 at 12:00 PM
Topic: Ready…Set…GO! 2021 Year-End Tax Planning Strategies
In this session, we will share year-end planning strategies so you can act now to save money.
Date: Friday, January 14, 2022, at 12:00 PM
Topic: Biden’s Build Back Better Plan: What will happen?
In this session, we review President Biden’s Build Back Better Plan and how the various provisions may impact your planning.
Date: Friday, February 18, 2022, at 12:00 PM
Topic: Trustee Workshop: Duties and responsibilities of a successor Trustee
Back by popular demand, in this session, we cover the broad fiduciary duties and responsibilities when acting as a successor Trustee, process of trust administration, as well as best practices so you don’t get sued!
Join us for special events and seminars on topics related to aging, elder care, estate planning, tax planning, wills and trusts and more. Presentations will be made by our own team of estate planning attorneys or special guests from the community.
All events are free and open to the public unless otherwise noted. Check the calendar below for topics, dates, locations, and times, then RSVP to Desert Law Group at 760-481-1144.
Bring your questions about elder law and estate planning! We will do our best to accommodate a question and answer session at the end of each presentation so you can walk away with information that you can use right away.