- 10:00 am - 12:00 pm
- St. Elizabeth of Hungary
2814 B Street
Julian, California 92036
The Catholic Community Foundation of San Diego is excited to present our Catholic Estate and Planned Giving Seminar that helps faith-filled Catholics understand that there is an easy and more practical way to Create Your Legacy by making Planned Gifts to family members, individuals, and organizations that you love.
St. Elizabeth of Hungary & St. John the Baptist
Estate & Planned Giving Seminar
Wednesday, September 18th, 2019
Morning Session: 10 am- 12 noon at St. Elizabeth of Hungary
Evening Session: 6 – 8 pm at St. John the Baptist
The public is welcome to attend this 2-hour gathering, which will provide you with information on how to best establish or update your Will or Trust, avoid probate and ensure that your wishes and desires are carried out the way you intend. We will also explain the recent changes in tax law, which can help reduce or avoid income or capital gains taxes along with various ways you are able to donate cash and non-cash gifts to charitable organizations, such as your parish or school, and provide immediate tax benefits and income to you and your family members.
The presenters are well-established Estate Attorneys and Financial Planners. During the seminar, you will be given a certificate to take advantage of a complimentary review of your current Estate Plan or complimentary assistance in creating a Will or Trust. These consultations will be scheduled for a future date.
In this seminar, a wide variety of estate planning information will be presented, including:
- Up-To-Date information on Wills and Trusts
- Reasons to Avoid Probate
- Estate Taxes
- How to Reduce or Avoid Income Taxes
- How to Reduce or Avoid Capital Gains Taxes
- The Catholic Advance Health Care Directive
- Power of Attorney
No solicitations will be made. We look forward to seeing you there!
If you have any questions regarding this seminar, or if you would like more information about future seminars, please contact Heather Ravenscroft at the Catholic Community Foundation of San Diego at firstname.lastname@example.org or (858) 490-8364.