Avow Hospice
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Explore opportunities to learn, heal and grow with Avow. Here, you’ll find everything you need from support
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59 Minutes Series: How To Avoid a Probate Administration & Keep Life Simple For Your Family

August 30 @ 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.

 

Details

Date:
August 30
Time:
11:30 am - 1:00 pm
Event Category:
Event Tags:
,

Organizer

Avow Foundation
Phone:
239-649-3683
Email:
foundation@avowcares.org

Venue

Ispiri Community Center
1205 Whippoorwill Ln
Naples, FL 34105,
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Avow is in full recovery while staff attempts to locate patients, employees and volunteers.  Please reach out to us with any needs for your loved one at (239) 261-4404.  Based on roads and ability to see patients, we are working our hardest to reach everyone and ensure safety, care, comfort and support.