If tax changes and estate planning leave you searching for answers, join the Del Mar Foundation on Oct. 10 for the first of a four-part seminar series titled “Frequently Asked Questions and Answers to Tax and Estate Planning Changes.” The Oct. 10 seminar will be held at the Del Mar Powerhouse Community Center from 4-6 p.m. Handouts will be provided to all participants and light refreshments will be served.
Cory C. Grant, J.D., founder and shareholder of Grant, Hinkle and Jacobs, Inc., a Del Mar Foundation board member, and a resident of Del Mar will lead the first seminar.
Grant received his B.A. from the University of California at Santa Barbara, and his Juris Doctor from California Western School of Law in San Diego. For more than 20 years, Grant has developed his expertise in the design and implementation of advanced estate plans, wealth protection techniques, and business succession strategies for families and business owners. A dynamic and entertaining speaker, Grant has over 20 years of experience helping families and business owners around the country with estate and business succession planning.
During the first hour, attendees will learn the importance of properly executed wills, powers of attorney, and revocable trusts. There will also be discussion of how to handle assets not typically covered by wills and trusts such as retirement plans and life insurance. The second hour will center more on estate tax reduction, charitable planning alternatives and case studies based on strategies successful families have utilized.
This four-part series will be offered quarterly with a variety of speakers and topics addressing tax and estate planning issues. Participant questions are welcome. Come to one or come to all four sessions. Reservations are required to ensure that sufficient space and materials are on hand.
To reserve your seat for Oct. 10, contact the Del Mar Foundation at 858-635-1363 or by email at firstname.lastname@example.org.
No personal information will be gathered at the presentations. 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.