We hope we have planned for it, but death happens, too often sooner than we would expect it, and catches us by surprise. If you have lost a loved one, or know someone who has, do you know what your next steps should be? We will talk about retitling accounts, clearing title to real property and transferring motor vehicles. We will talk about the differences between dying with a fully funded trust, a properly executed will, and dying without any written estate plan in place. We will address some of the important first steps to take in the administration of a trust or probate estate. We will also talk about some of the steps you can take to avoid some of the potential pitfalls of having no plan in place. It is recommended that you take the Estate Planning 'Introduction' class before the workshop 'When Someone Dies'. Register Here http://register.asapconnected.com/courses.aspx?coursegroupid=305&ind=0
Instructor: Attorney BARBARA NESBET is based in the West Silicon Valley (Campbell, Los Gatos, Monte Sereno, Saratoga). She has been a member of the State Bar of California since 1996 and started her own law practice in 2005. She is a member of the Santa Clara County Estate Planning Council and Silicon Valley Bar Association. Her practice focuses on estate planning, trust administration, and probate administration. She also advises not-for-profit organizations and small businesses on succession planning. She received her BA in 1990 from Harvard University and her JD/MBA in 1995/1997 from the University of California at Davis. Ms. Nesbet provides individuals and their families with estate planning services to give them peace of mind and to let them rest in peace knowing that their loved ones have been taken care of and provided for.