WSP 254 — Estate Planning in Plain English
Course Format: On-campus
Duration: 1 day
Date(s): Feb 9
Time: 9:00 am—4:00 pm
Drop Deadline: Feb 2
Grade Restriction: NGR only; no credit/letter grade
Instructor(s): Julie Lanz
9:00 am—4:00 pm
NGR only; no credit/letter grade
In this workshop, we will wind our way through stories and examples to illustrate what basic estate planning documents such as 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 how to get started, what issues may be lurking, and what legal tools are available. 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. Uncertain if you need to worry about estate tax? We will discuss current law and how it may change in future years. Considering a legacy beyond your family? We will also talk about simple ways to give to charity and save income and estate taxes at the same time. Do you pay low property taxes on a house you purchased many years ago and now has a high fair market value? Learn how to leave the house to your children so they will have your same low property tax bill. By the end of the class you will understand the decisions you need to make so that the estate planning process is quick and easy.
Please note that this workshop will focus on domestic estate planning and will not address international estate planning issues. Grade restriction: NGR only; no credit/letter grade
Julie Lanz, LawyerJulie 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 (2015–18). 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.