Workshops are held at two locations.
OAK VALLEY MIDDLE SCHOOL | 4200 White Oak Trail | Commerce Township, MI 48382
Located off Duck Lake Rd, south of Commerce Rd. You may call the Huron Valley Schools Community Education at (248) 676-8390 to register - or call our office at (248) 684-9742
SPRINGFIELD TWP CIVIC CENTER | 12000 Davisburg Rd | Davisburg, MI 48350
Workshop held in the Upper Conference Room across from the Library. You may call Rebecca Sawade at (248) 846-6558 to reserve your seat.
Presented by Jack W. Bolling, Esq
Topics Include:
- Counseling vs. word processing – what are you really paying for
- Living wills
- Powers of attorney
- Probate – what is it?
- Why most living trusts do not work when needed and do not avoid probate as planned
- Leave your assets to loved ones potentially protected from divorce/creditors
- How legal fees are determined and strategies to significantly reduce your overall costs
- What is trust funding and why is it ESSENTIAL to the success of a living trust
- How often should I update my estate plan
- Types of taxes and more!
| Day | Date | Time | Location |
|---|---|---|---|
| Tues | Nov 27 2018 | 7-9 PM | Oak Valley |
| Thurs | April 11 2019 | 7-9 PM | Springfield |
| Thurs | May 9 2019 | 10am - 12pm | Springfield |
Presented by Jack W. Bolling, Esq
Estate Settlement Workshop
Or What Do I Have to Do When Someone Dies (and I’m in Charge!)
Discover that when someone dies their stuff officially becomes their “estate.” Discover that title to assets controls, and things can change or be re-defined after death as part of the “estate” which can sometimes produce unwanted results or expenses that are against the wishes and intent of the decedent.
There will be many tasks to be performed on behalf of the decedent and now the “estate.” Many of the tasks are statutory (required by law) and many are required by the decedent’s instructions. The workshop will educate you in plain language about all aspects, including things like:
- Learn the difference between trust and probate estate administration
- Learn when court involvement is a must (probate) regardless of the decedent’s intent
- Learn what you must do under the law, both with the state/county and the IRS, and how to do it
- Learn what bills must be paid and which ones not
- Learn who pays for what and when
- Learn to deal with beneficiaries, siblings, creditors, etc., and much more.
Leave the workshop assured that if you are left in charge you will bear no personal responsibility for any “estate” issues if you perform properly, and you can take pleasure in knowing that you have helped your family.
| Day | Date | Time | Location |
|---|---|---|---|
| Tues | Nov 13 2018 | 7-9 PM | Oak Valley |
| Tues | Dec 4 2018 | 7-9 PM | Oak Valley |
| Thurs | May 16 2019 | 7-9 PM | Springfield |
| Thurs | May 30 2019 | 10am - 12pm | Springfield |