Assets worth trillions of dollars will be passing to the younger generations over the next few years. With proper planning, the passage of wealth from one generation to the next can be accomplished smoothly and cost effectively; without proper planning it can be chaotic and expensive.

You are invited to hear the latest on the secrets of wealth transfer. Eric Lodge, a trusts and estates attorney with the Carlsbad office of Procopio, Cory, Hargreaves & Savitch LLP will discuss strategies for planning your estate, including minimizing the impact of estate taxes; lifetime gifts; qualified personal residence trusts; generation skipping trusts; charitable giving and distributing IRAs and other retirement plans.

Cost:

No cost. Refreshments will be served.

Space is limited. RSVP to Dale Wallenius (760) 940-3344 walleniusdk@tcmc.com.