Programs And
Seminars
The Law Offices of James A. Hyatt &
Associates
frequently provides free educational seminars and
workshops on topics related to Estate Planning,
Disability Planning, Elder Law issues and Exit Planning.
Our regular workshops are as follows:
- Estate Planning Basics:
A broad-ranging presentation covering the following:
- What a will does and doesn’t do
- Probate, and how can it be avoided
- The types of trusts that are appropriate for
parents of young children
- Why trusts are appropriate for parents of adult
children
- How inheritance assets be protected from failed
marriages and lawsuits
- Benefits (and shortcomings) of powers of attorney
- How to avoid unnecessary taxes
- Who should have a Living Trust
- Estate Planning for
Business Owners
A discussion of the
special considerations involved where a substantial
part of the Estate consists of interests in a
business, including:
- The importance of “buy-sell” agreements
- How to plan when some, but not all, children are
involved in a business
- Advantages of probate avoidance when business
interests are part of an Estate
- Exit planning for your business
- Estate Planning for Your
Retirement Assets
A discussion of
the special planning considerations involved when
the Estate includes Individual Retirement Accounts
(IRAs), 401(k) plans, and other retirement assets,
including:
- Why retirement assets require special
consideration
- Benefits and perils involved in naming trusts as
beneficiary of retirement accounts
- “Stretch out” strategies for income tax benefits
- Spousal rollover rules
- Using “disclaimers” in the Estate Plan
Reservations are required for our seminars and
workshops. To reserve your seat, please call or e-mail
our office at (301) 428-3911 or
jhyatt@estateplanningmatters.com. In addition to
our regular workshops, we make presentations to
churches, clubs, service organizations and at
employer-hosted seminars. If you or your organization
would like to talk to us about making a presentation to
your group, please give us a call.
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