Estate Planning 101

A luncheon and estate planning seminar

Please join us for a free educational seminar and luncheon offering up-to-date information on how to preserve your assets through a properly constructed estate plan.

Topics include:

  • Introduction to estate planning
  • Do I need a will?  Is joint tenancy a good alternative?
  • Planning for disability and incapacity
  • Probate:  What is it, and how can it be avoided?
  • Living trusts
  • Inheritance planning for heirs
  • Estate taxes
  • Tax-free strategies for sales of appreciated portfolios or real estate

Presented by Mark S. Drobny, Certified Specialist, Estate Planning, Trust and Probate Law, the State Bar of California of Legal Specialization.  Mr. Drobny is regarded as one of the region’s top experts on estate planning and related topics and has served as a judge pro tem for the Sacramento Superior Court’s probate division for more than 15 years.

Dates of upcoming Estate Planning 101 seminars:

  • Wednesday, November 29, 2017 (Estate Planning 102 Seminar)
  • Wednesday, February 21, 2018
  • Wednesday, April 11, 2018
  • Wednesday, June 13, 2018

ALL SEMINARS ARE HELD FROM 11:30 a.m.-1:30 p.m.


Harper Alumni Center
College Town Drive/State University Drive South
Sacramento, CA  95819

Lunch and parking are provided
Please let us know of any special dietary needs you have when you register.

Please contact the Sacramento State Planned Giving Office at or (916) 278-3922 if you are interested in attending any of these free educational seminars.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Sacramento State a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Sacramento State, a nonprofit corporation currently located at 6000 J Street, Sacramento, CA 95819-6030, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the University Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the University Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the University Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the University Foundation where you agree to make a gift to the University Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.