July 8, 2009

Please be our guest for an engaging, interactive presentation by Hoge Fenton tax and estate planning expert Lorna J. Drope. 

Lorna will address these and other common myths and mistakes people make in planning – or failing to plan – their estates:

1. Mythstake No. 1:  “My estate is too small for an estate plan – especially now that my retirement savings have dwindled.  Isn’t estate planning for the rich & famous?”

2. Mythstake No. 2:  “I trust my daughter; I’ll just give her inheritance to her outright.  (There’s no way my crazy son-in-law will have access to my daughter’s inheritance – right?)”

3. Mythstake No. 3:  “A trust is a trust.  The form I downloaded from the web is just fine!”

4. Mythstake No. 4:  “I did an estate plan 10 years ago, so I’m all set.”

Who should attend?
Anyone with total assets in excess of $100,000 who is interested in learning more about protecting those assets from creditors, predators, and even the IRS.

Details.
Light refreshments will be served.  There is no charge to attend, but we do ask that you reserve a spot.  For location details and to reserve a seat (including one for your spouse, partner, or guest), please click here to register:  https://www.123signup.com/calendar?Org=hogefenton

1 hour of Calif. CLE credit in general law will be provided for our attorney guests.

When & Where:

San Jose
August 5, 2009
6:30 – 8:00 pm

60 South Market
10th Floor
San Jose 95113

COST
There is no charge
Parking is not included

Hoge Fenton’s Estate Planning and Wealth Management Practice

Hoge Fenton’s estate planning and tax attorneys offer practical and proactive approaches to the issues faced by our clients, from basic estate planning and trust administration services to highly sophisticated and complex tax and estate planning designed to protect the wealth of individuals and closely held businesses.  Through the breadth and depth of our attorneys’ experience, we offer our clients creative solutions to tax and non-tax problems.  We believe it is important to listen to our clients and work with them to implement their personal and family goals and values.  We believe the best estate planning attorneys are those who offer their clients solid legal, tax, and business expertise as well as non-legal skills as counselors and advisors.

For More About Our Trusts & Estates Lawyers:

Lorna J. Drope

Janice W. Fox

David W. Mitchell

J. Timothy Maximoff, Group Chair

Steven D. Siner, Managing Shareholder