Estate Planning Seminars

Free Educational Seminar

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

What you'll learn:

  • Introduction to estate planning
  • Living trusts, wills and joint tenancy
  • Avoiding probate
  • Myths about long-term care, Medi-Cal and preserving your estate
  • Inheritance planning for heirs: What will they do when they inherit the money?
  • How to sell appreciated stocks or real estate and pay zero capital gains taxes
  • Income tax planning for IRA distributions
  • Durable powers of attorney for finance and health

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 20 years.

To reserve your seat, please contact the Sacramento State Planned Giving Office at giving@csus.edu or (916) 278-6989.

RSVP

Upcoming Seminars:

Planning for Your Future: A Seminar for Sac State Retirees and Employees
Monday, December 16, 2019
11:30 am-1:30 pm
Harper Alumni Center
Parking and lunch provided

(New!) Succession Planning for Business Owners
Thursday, January 16, 2020
5:00 pm- 7:00 pm
University Union, Green and Gold Room
Parking and hor d'oeuvres provided

Estate Planning 101
Friday, February 28, 2020
11:30 am-1:30 pm
Harper Alumni Center
Parking and lunch provided

Estate Planning 101
Saturday, April 18, 2020
9:30 am-11:30 am
Location: TBA
Parking and brunch provided

Estate Planning 101
Thursday, June 18, 2020
5:00 pm-7:00 pm
Location: TBA
Parking and hor d'oeuvres provided