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Senior Concern Seminar topic is 'Taking the Handcuffs Off the Surviving Spouse'

FALLBROOK – One of California's leading elder law attorneys – Richard Scott Stewart, Esq. of California Estate and Elder Law – will present the Foundation for Senior Care's Senior Concern Seminar for November.

This is a no-cost educational seminar entitled "Taking the Handcuffs Off the Surviving Spouse" Tuesday, Nov. 12, from noon until 1:30 p.m. at the Christ the King Church, 1620 S. Stage Coach Lane in Fallbrook.

While there is no charge for the session, registration is required since space is limited and lunch will be provided. To register, call the Foundation for Senior Care at (760) 723-7570; for more information, visit http://www.foundationforseniorcare.org.

"For years, estate planning attorneys have been using A/B trusts primarily to protect their clients against estate taxes (though there are other reasons such as creditor protection and family bloodline protection)." Stewart explained. "Now, however, the majority of Americans are no longer subject to the estate tax – and capital gains taxes are what most of our clients are concerned about. It is important to understand the difference between B trusts and AB trusts and whether they are still the best option and, if not, what should you do about it. Preparation now will give you and your family not just financial protection but peace of mind."

This is the fourth of four sessions co-hosted by The Foundation for Senior Care and California Estate and Elder Law, LLP. It is offered to everyone in the community interested in understanding their family's planning options.

"This is a wonderful opportunity to learn what each of these documents is and why they are important to you," noted Foundation for Senior Care Advocate Darlene Weber. "We are excited for the community to participate in this event and learn about their planning options. It is important not to wait, you don't know when these documents will be needed."

Submitted by The Foundation for Senior Care.

 

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