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59 Minutes Series: How To Avoid a Probate Administration & Keep Life Simple For Your Family
August 30, 2022 @ 11:30 am - 1:00 pm
Complimentary Lunch & Learn
Join Avow for this informative presentation discussing a family’s array of strategies to pass their wealth to each other, their children, or charity without facing a probate administration at death. There will be a discussion about revocable trusts, transfer on death forms, ladybird deeds, and joint tenancy. We will also discuss recent changes in the federal estate tax system and the importance of adjusting the cost basis for assets held by a decedent at death.
PRESENTER
George A. Wilson
Partner, Law Firm of Wilson and Johnson
George Wilson has practiced in the areas of estate and tax planning, charitable giving, and trust and estate administration in Naples since 1980. He is certified by the Florida Bar as a specialist in Wills, Trusts, and Estates.
