Course Information

Location: 455 County Center, Room 101 - Redwood City, CA 94065

Date: Monday, 3/3/25

Time: 9:00 am – 11:00 am

Navigate the intricate world of estate planning with ease. Explore a simplified three-step process to establish your estate plan, demystify specialized jargon used by financial and legal professionals, and discover the fundamental estate planning documents. Gain clarity on the probate process and estate taxation, laying the foundation for a secure legacy.

Audience: Recommended for those who want to better prepare for their future and organize their estate.

Learning Outcomes:

• Discuss important reasons for estate planning. 
• Explain federal gift and estate taxes. 
• Examine valuable information about gifting. 
• Determine ways property can be transferred upon death.
• Explain the process involved with intestate succession and probate. 
• Name important features of wills. 
• Identify methods that avoid probate. 
• Discuss the various ways assets can be titled. 
• Examine living trusts. 
• List other necessary estate plan documents.

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.