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.

Estate Planning 101

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

  • Do I need a will or a trust?
  • 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 the charities I care about?
  • 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?

Presented by Mark S. Drobny, Certified Specialist, Estate Planning, Trust and Probate Law, the State Bar of California of Legal Specialization. Mark 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.

Upcoming Dates:

Tuesday, October 11, 2022
10:00 – 11:30 a.m. Pacific
A virtual Zoom event

Register Now

 

Estate Planning for Women

Estate planning is for everyone, but for women, planning for your future is especially important. Whether you are single or married, proper planning can help you protect your assets, save on taxes, and provide for your heirs and the causes you care about. Join us for a free educational webinar on the importance of estate planning and concerns that are unique to women.

  • Why is estate planning important for women?
  • What documents do I need?
  • Who will make medical and financial decisions for me if I am unable?
  • How can I protect my assets and save on taxes?
  • How can I leave a legacy for my heirs and charitable organizations I support?
  • Can I fix an outdated trust that is now irrevocable?

Presented by Anne E. Rosenthal and Kathryn McCall

Anne E. Rosenthal is an attorney and shareholder at Drobny Law Offices, Inc. A Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California, Anne's practice emphasizes estate planning, trust and probate administration, taxation, and business succession planning.

Kathryn McCall is a Certified Financial Planner and Wealth Management Financial Advisor with CAPTRUST. Kathryn strives to educate clients toward the best options for any situation—from wealth accumulation to retirement and estate planning.

Upcoming Date:

Thursday, August 11, 2022
1:00 – 2:30 p.m. Pacific
A virtual Zoom event

Register Now

 

Estate Planning 102

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?
  • How should I plan for required minimum distributions?
  • How do recent tax law changes impact my existing estate plans?
  • How can I sell appreciated stocks or real estate, pay no capital gains taxes, and create a stable income?
  • What are the benefits of charitable remainder trusts, charitable gift annuities, and donor-advised funds?

Upcoming Date:

Tuesday, November 15, 2022
10:00 – 11:30 a.m. Pacific
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.