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January 21, 2025

Estate Planning Basics

Pioneer High School • 601 W. STADIUM BLVD ANN ARBORMI  48103 Organized by Ann Arbor Public School System

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Description

Adult. Probate, long term care and tax laws are constantly changing. Find out how to prevent your assets from going through probate, how to protect unnecessary taxation, how to retain control of your affairs and how to protect yourself against the costs of long term care. Discover the dangers of using joint accounts and quit claim deeds as estate planning tools. Learn about medical and financial powers of attorney, wills, "Ladybird" deeds and living trusts. Understand how "gifting" can affect you and the recipient, including gift tax laws, capital gains tax laws, as well as eligibility for Medicaid and Veterans benefits. The class will cover recent changes in Michigan's real estate laws, which prevent the reassessment of the taxable value of the property for transfers to family members. Learn about Michigan's "Estate Recovery" law, whereby the State can seek repayment from a person's estate for governmental benefits paid, and ways to prevent that from happening. Attendees receive a Personal Affairs Organizer. Register additional people for only $10 each! Instructor: Christopher Lindsay, Elder Law attorney. 1 class.
Register a second person for only $10!
Residents in the AAPS district boundaries ages 65+ may be eligible for a 25% discount off one class per term. Registration must be completed over the phone (734) 994-2300 ext. 0, Monday-Friday between 8am-5pm. Please click on the following link for more information: Senior Adult Discount Policy

Grades

Adult

Location

PIONEER ROOM D205 at Pioneer High School

Instructor

Christopher T. Lindsay

When

January 21, 2025

6:00 PM to 8:00 PM

Tuesday

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Age and Gender

Co-Ed

Location

Pioneer High School

601 W. STADIUM BLVD ANN ARBORMI  48103

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Sessions

Estate Planning Basics

$25.00
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