Estate Planning Seminars

You are invited - Estate Planning 101Please join us for a free educational seminar offering current information on constructing an estate plan that reflects your values and the legacy you wish to leave.

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. He is a long-time volunteer for Sacramento State and currently serves as a board member of the University Foundation at Sacramento State.

Estate Planning 101

Expert estate planning attorney Mark Drobny addresses common myths and misperceptions about estate planning and answers your commonly asked questions:

  • Do I need a will or a trust?
  • How can I avoid probate?
  • Who will make medical and financial decisions for me if I am unable?
  • How can I leave the legacy I want for my heirs and community?
  • How do recent tax law changes impact my existing estate plans?
  • What are options for retirement income planning?
  • How can I sell appreciated stocks or real estate, reduce capital gains taxes, and create an income stream?

Upcoming Dates:

We are pleased to partner with our Retirees Association to provide this educational webinar for Sac State Retirees and staff and faculty planning for retirement.

Estate Planning 101 for Sac State Retirees
Thursday, October 29, 2020
10:00 – 11:30 am PDT
A virtual Zoom event

Register Now

 

Estate Planning 102

Attorney Mark 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?

Upcoming Date:

Wednesday, November 18, 2020
10:00 – 11:30 am PDT
A virtual Zoom event

Register Now

 

For more information or to request accommodations, contact the Sacramento State Planned Giving Office at giving@csus.edu or (916) 278-6989.