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"Plan for Those You Love"
Serving Placerville, California and the surrounding area

Planning Seminars

Clara Yang, estate planning and elder law attorney, is offering a multi-session seminar dedicated to helping people learn to use estate planning to deal with future family issues. Clara is dedicated to helping people create an estate plan that suits their family’s needs. 
The upcoming session is designed to help you understand what an IRA trust is and how to determine whether you should incorporate an IRA trust into your estate plan. 
In this seminar you will learn: 
a) how your IRAs are passed on to your heirs when you die; 
b) how to pass on your IRA to your heirs in a way that defers income tax as long as possible; 
c) how to use an IRA trust to provide asset protection for an inherited IRA; 
d) how to prevent an IRA from being lost through financial mismanagement, drug, alcohol, or gambling abuse, divorce, death, bankruptcy and lawsuits; 
e) how to protect the inheritance of an IRA by a “special needs” relative without jeopardizing their eligibility for government assistance. 
Cost: $22 
Date: Tuesday Mach 20, 2018 
Time: 5pm to 6:30 pm
Seminar location:
Cameron Park Community Service
2502 Country Club Drive,
​Cameron Park, CA 95682.
IRA Trust Seminar
Tuesday March 20, 2018
Seating is Limited, Please RSVP  (530)677-2231