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Estate Planning 102
Please join us for a free educational seminar offering up-to-date information on constructing an estate plan that reflects your values and the legacy you wish to leave. Attorney Mark S. Drobny shares his expert insights on comprehensive estate planning to meet your personal, financial, and charitable goals.

• What are strategies for end-of-year tax planning?
• Planning for required minimum distributions: Should I take more?
• Should I include a Roth IRA as part of my financial plans?
• How can I sell appreciated stocks or real estate and reduce capital gains taxes?
• What are the benefits of charitable remainder trusts, charitable gift annuities, and donor-advised funds?
• How do recent tax law changes impact my existing estate plans?

Nov 18, 2020 10:00 AM in Pacific Time (US and Canada)

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Speakers

Mark S. Drobny
Attorney @Drobny Law Offices, Inc
Mr. Drobny is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Legal Specialization. He is regarded as one of the region’s top experts on estate planning and related topics. He is a long-time volunteer for Sacramento State and Capital Public Radio and currently serves as a board member of the University Foundation at Sacramento State.