Vista Chamber Lunch & Learn

We offer a different topic each month.
October 16 is hosted by Paul V. Campo, Attorney at Law.

• CA may impose its own state inheritance tax. Will this impact you?
• Does your trust still provide for a mandatory "A-B" split?
• Does your will protect "stray" assets not in your trust?
• Will your trust protect you assets if you become imcapacitated?
• Can your trust help you to avoid a conservatorship?
• What happens when you die? What is "trust administration" anyway?

Members and the general public are welcome. Please RSVP.