Estate Planning and Charitable Giving (Open to the Public)


Two Saturdays • 9:30 a.m.-11 a.m. • Shapiro ABCD

Instructor: Joshua Meier, Esq,, Meier Law Firm, and Dung Vu, Financial Advisor, MML Investors Services, LLC

Coordinators: Hart Roussel, CSUF, Director, Planned Giving and Ellie Monroe, OLLI


Estate Planning Basics and Check-up
Saturday, March21
This workshop will focus on topics like estate planning, trusts, wills, insurance, retirement savings, and reducing tax
liability through philanthropic gifts to charity. The presenter will also review: How do recent tax code changes (Tax Cuts
and Jobs Act of 2017) affect the plans you have in place? Do you need a trust now that California has the California TOD
deed transfer? When should you review and/or restate your trust? Participants will gain an increased understanding of
estate planning; some attendees may request follow-up meetings or additional information on particular topics related to
estate planning. Light refreshments will be provided.


Legacy and Charitable Estate Planning
Saturday, March 28
Learn how legacy gifts can help secure improved living standards and reduced tax burdens in retirement. Learn how
legacy planning may allow you to: 1. Pass on your values to future generations and protect family assets; 2. Define how
you want to be remembered and the contributions you want to make to your family, your community or the world; 3.
Control how your property is used after your passing rather than allowing state intestacy laws to determine who will
inherit your estate; 4. Protect income, assets or family heirlooms for your spouse, partner, children, grandchildren or other
designated beneficiaries; 5. Enjoy the satisfaction of knowing your property will be used to support a cause which is
important to you; 6. Reduce taxes, when legacy planning is part of a comprehensive tax-saving strategy and estate plan;
and 7. Gain peace of mind and a renewed purpose in life through legacy planning. Light refreshments will be provided.