fullscreen background
Skip to main content

Fall Quarter

Fall Quarter Underway
Late-Start Classes
Still Available
shopping cart icon0

Courses

« Back to Professional & Personal Development

WSP 254 — Estate Planning in Plain English

Quarter: Fall
Day(s): Saturday
Course Format: On campus
Duration: 1 day
Date(s): Oct 1
Time: 9:00 am—4:00 pm
Drop Deadline: Sep 24
Unit(s): 0 Units
Tuition: $275
Status: Open
Fall
On campus
Saturday
9:00 am—4:00 pm
Date(s)
Oct 1
1 day
Drop By
Sep 24
0 Units
Fees
$275
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 will 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.

Due to its short format, this workshop may not be taken for Credit or a 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 (2015–16). She is in private practice at Lanz Legal. She received a JD from the University of Washington.

Textbooks for this course:

No required textbooks
DOWNLOAD THE PRELIMINARY SYLLABUS » (subject to change)