November 30, 2023
Estate Planning Basics
Pioneer High School • 601 W. STADIUM BLVD ANN ARBOR, MI 48103 Organized by Ann Arbor Public School System
This event has ended.
About this event
Description
We're sorry, but this activity is over. The last meeting was Thursday, November 30, 2023.
Ages: 18 - 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!
Rec & Ed classes follow AAPS COVID & Health Guidance.
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 D203 at Pioneer High School
Instructor
Christopher T. Lindsay
Age and Gender
Ages 18-99 · Co-Ed