Chipman Mazzucco Emerson Estate Planning and Elder Law

Planning Your Whole Estate—Coordinating Life Insurance, Employee Benefits, and Other Nonprobate Property with the Rest of Your Estate Plan

Location: Matrix Corporate Center, Main Auditorium, First Level, Danbury, Connecticut, 39 Old Ridgebury Road, Danbury, CT

Directions:  Directions to Chipman Mazzucco. Don’t rely on your GPS.  Please read and follow these directions.

Call 203-744-1929 for reservations.  For more contact information, go to the end of this post.

The Last Will and Testament is usually the keystone of an estate plan. It contains the most important instructions for your survivors regarding the use of your assets after your death.

Unfortunately, many people are not aware that a Will usually will not control the disposition of nonprobate assets such as life insurance death benefits, retirement accounts such as 401(k) and IRA plans, annuities, jointly owned property and many other benefits provided under plans offered to employees as part of their employment package.

In addition, unique income tax rules apply to many nonprobate assets. Without proper planning, income tax saving opportunities can be lost and tax traps may ensnare the unwary.

At the seminar, we will be discussing issues related to planning for nonprobate assets and how to coordinate the disposition of such assets with the terms of your Will (or Will substitute such as a revocable living trust).

Go here for a flyer about the seminar: Planning Your Whole Estate—Coordinating Life Insurance, Employee Benefits, and Other Nonprobate Property with the Rest of Your Estate Plan.

SEMINAR LOCATION AND TIME

The seminar will be on December 8, 2011, at the Matrix Corporate Center, Main Auditorium, First Level, 39 Old Ridgebury Road, Danbury, Connecticut from 5:15 p.m. to 6:45 p.m. The doors will open a little before 5:00. Refreshments will be served.

These seminars are always well attended and space is limited. If you wish to attend, or if others you know are interested in attending, to reserve space call us (203-744-1929) or send an e-mail message to me (Richard Land at rsl@danburylaw.com) or Kasey Galner (at ksg@danburylaw.com) or Lynn D’Ostilio (at lsd@danburylaw.com) containing your name, number attending, telephone number and e-mail address.

Posted on 11/12/2011 by Richard S. Land, Member, Chipman, Mazzucco, Land & Pennarola, LLC.

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This entry was posted on November 12, 2011 at 4:02 pm and is filed under Elder Law Planning for Incapacity and Long Term Care, Estate Tax and Estate Planning Developments, General Information and Announcements About CME, Seminar Announcement. You can subscribe via RSS 2.0 feed to this post's comments.

Tags: bypass trust, credit shelter trust, elder law, estate planning, estate tax, estate tax exemption, exemption trust, living trusts, marital deduction, marital trust, medicaid, portable exemption, Probate Litigation, revocable trusts, Seminar, wills