Seminar - Estate Planning & Probate Issues
June 5, 2012
You’ve heard it before. Be Prepared. Lawyers at Manning Fulton agree and believe that the more clients know and understand about estate planning and probate, the better equipped they’ll be to protect themselves and their families upon illness, injury, or untimely death. Outdated or nonexistent estate plans consume resources after death and strain family relationships.
We'll answer your questions, including:
- How do I plan for incapacity?
- Upon death how do various types of assets, including my business interests, pass?
- If my spouse and I die how do I provide for and protect my minor children?
- What is the difference between a simple will and a will with a revocable living trust?
- How can my estate plan address my concern about my child’s reckless spending?
- What is the difference between the “probate” estate and the “taxable” estate?
- What impact will the changing estate tax laws have on my estate?
This educational seminar is provided as a no cost service to our clients and their friends and family.
Choose the time most convenient for you and join us for breakfast or lunch:
A partner at Manning Fulton, Sandy has a diversified tax practice advising clients on a wide range of business, estate and gift tax planning matters and works on the settlement of large and complex estates. She is a Board Certified Specialist in Estate Planning and Probate, a Certified Public Accountant, and a Fellow of the American College of Trust and Estate Counsel (ACTEC)
. She serves as Vice-Chair of the Estate Planning and Probate Section of the North Carolina Bar Association and as Chair of the Estate Planning and Probate Specialization Committee for the North Carolina State Bar.
A partner at Manning Fulton, John counsels clients in tax, estate, and business planning matters. John advises clients on state law probate and federal income, estate, and gift tax law consequences of wealth transfers. John drafts simple and complex wills, trusts, and other documents for numerous clients, including retirees, landowners, widows and widowers, executives and professionals, family business owners, individuals or couples in second marriages, recently divorced individuals, and young parents. He also works with executors, trustees, and beneficiaries in small and large estate and trust administration matters, routine or contentious.
Offices of Manning Fulton & Skinner, P.A.
3605 Glenwood Avenue, Suite 500
Raleigh, NC 27612
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