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WSP 254 — Estate Planning in Plain English

Quarter: Fall
Day(s): Saturday
Course Format: On-campus course
Duration: 1 day
Date(s): Oct 21
Time: 9:00 am—4:00 pm
Drop Deadline: Oct 14
Unit: 0
Tuition: $325
Instructor(s): Julie Lanz
Status: Open
Fall
On-campus course
Saturday
9:00 am—4:00 pm
Date(s)
Oct 21
1 day
Drop By
Oct 14
0 Unit
Fees
$325
Instructor(s):
Julie Lanz
Open
How do you know if you need an estate plan? What is an estate plan, anyway? Although we often hear that it is good to have a will or a trust, we may not know exactly why or where to begin. In this workshop, we will wind our way through stories and examples to show what wills, trusts, powers of attorney, and healthcare directives can do to help you plan for the future, and take care of yourself, your loved ones, and what you hold dear, whether it is your life savings, your home, or your book collection. You will come away knowing what issues may be lurking, what legal tools are available, and how to get started. Together, we will meet the Youthful Young family, the Wealthy Windsors, Single Sam, and Vicky the Vulnerable, among others. We will touch on sensitive topics in families, such as stepparents and stepchildren, in-laws, outlaws, and spendthrifts, and what you can do to preserve your legacy and minimize family strife after you are gone. You’ll learn the basics, too, such as what the various documents do, what estate tax actually is and whether you need to worry about it, and what decisions you need to make so that the estate planning process is quick and easy. Please note that this class will focus on domestic estate planning only and will not address international estate planning issues.

Grade restriction: NGR only; no credit/letter grade

Julie Lanz, Lawyer

Julie Lanz is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization and a Northern California Super Lawyer (2015–17). She is in private practice at Lanz Legal. She received a JD from the University of Washington.

Textbooks for this course:

There are no required textbooks; however, some fee-based online readings may be assigned.
DOWNLOAD THE PRELIMINARY SYLLABUS » (subject to change)