Estate and Charitable Gift Planning


ID : 2287   

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CourseGraphic This comprehensive workshop provides a vital introduction to protecting your family and assets through strategic estate planning in California. Students will examine the specific risks of dying without a plan and learn how to utilize revocable living trusts to avoid the lengthy and expensive probate process. The course details essential strategies for incapacity planning and inheritance protection to safeguard your loved ones from creditors and poor financial decisions. You will also discover how to integrate charitable giving goals into your legacy, allowing you to support meaningful causes while preserving family wealth. By the end of the session, you will be equipped to evaluate your current needs and confidently take the next steps toward creating a secure financial future.
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Class Details

1 Session(s)
Weekly - Mon

Location
DVC Pleasant Hill Campus BWL BLDG

Instructor
Jim Blair 

Tuition:  $39.00

Registration Closes On
Monday, October 5, 2026 @ 4:00 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
10/5/2026 - 10/5/2026 Weekly - Mon 06:00 PM - 08:00 PM Pleasant Hill, DVC Pleasant Hill Campus BWL BLDG  Map Jim Blair 

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