FREE PUBLIC PROGRAM
The ABCs of Planning Your Estate
You may be thinking about how your assets will pass to your heirs. Or perhaps you have parents or others in your life who need grounding in the basics of estate planning. This workshop covers the fundamentals, including relevant tax issues, and then moves to more advanced estate planning topics. This session will address the communication challenges families often face when discussing money and inheritance issues.
Click below for sections, start dates, locations, instructors,
and to enroll.
Thurs. July 10, San Francisco
RALPH HOCHSTEIN, J.D., is an independent consultant to the financial services industry. He previously served as vice president of personal trust for American Express Financial Advisors. Prior to joining American Express, he practiced law, working extensively with estates and corporations. He holds a bachelor's degree from Syracuse University, and a J.D. from Georgetown University Law Center.Revised class schedule in red.
- 1 meeting
- July 10: Thurs., 6-8 pm
- San Francisco: Room 806, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
- No fee (EDP 314344)
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Courses begin every month. A new edition of our catalog is published
three times a year in early April, July and December.