Del Mar Foundation to present free educational seminar ‘Keys for a Successful Estate Plan’

Join the Del Mar Foundation on Tuesday, May 28, for a free seminar titled “Keys for a Successful Estate Plan” as part of its free Tax and Estate Planning Seminar Series. The seminar will be held at the Del Mar Powerhouse Community Center from 4-6 p.m. and will feature speaker Daniel B. Crabtree, Attorney at Law, lecturer and estate planning specialist.

Topics to be covered include: How to determine the right estate planning strategy for you and your family; a deep dive into understanding trusts and wills; the role and significance of Powers of Attorney; and options for estate tax reductions.

Crabtree, a member of the California Bar, received his Juris Doctorate from University of Michigan (1975) and his LL.M. in Estate Planning from the University of Miami (1980). He specializes in drafting complex Wills and Trusts, Probate and Trust Administrations, Conservatorships and Guardianships, Fiduciary and Individual Taxation, Community Property, and Litigation in the Will and Trust areas.

Crabtree is a retired Captain of the Navy JAG Corp with his final command as the Staff Judge Advocate of Naval Reserve Readiness Command, Region Nineteen in San Diego with charge of and supervision over 75 military attorneys. Additionally, he is past chairperson for the Legislative Subcommittee for Estate Planning, Trust and Probate legislation for the San Diego County Bar Association (1984-1988) and served two years as the chairperson for the Estate Planning, Trust and Probate Section of the San Diego County Bar Association (1990-1992). He is an expert witness in the Superior Court of California, County of San Diego in Will and Trust matters and in Federal Estate Tax issues.

The Del Mar Foundation’s Tax and Estate Planning Educational Series covers different topics on a regular basis.  Each presentation includes a question and answer period allowing participants to ask questions directly of the speaker(s). Handouts will be provided and light  refreshments will be served. Reservations required. To reserve your seat for May 28, contact the Del Mar Foundation at 858-635-1363 or by email at info@delmarfoundation.org.

No personal information will be gathered at the presentation. This is a public service program as part of the Del Mar Foundation’s 30th Anniversary Celebration and is intended to provide residents of Del Mar with the education they need to understand tax changes and to make informed decisions regarding estate planning.

As Del Mar’s oldest 501(c)(3) non-profit, the Del Mar Foundation sponsors programs, makes grants, and manages nearly $1,800,000 in total endowment funds to benefit the community.

Related posts:

  1. Del Mar Foundation to present free educational seminar ‘Who’s Managing Your Money?’
  2. Del Mar Foundation announces free tax and estate planning seminar series
  3. Del Mar Foundation’s free tax and estate planning seminar series is Oct. 10
  4. Del Mar Foundation to host free seminar: ‘Tax Changes And What To Do Now’
  5. Del Mar Foundation to host free seminar: ‘Tax Changes And What To Do Now’

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Posted by Staff on May 24, 2013. Filed under Community, Events, Life. You can follow any responses to this entry through the RSS 2.0. You can skip to the end and leave a response. Pinging is currently not allowed.

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