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DTSTART:20240310T030000
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DTSTAMP:20241017T230433Z
UID:DC5215AB-7531-4DA2-B2FD-4C36222FD249
DTSTART;TZID=America/Chicago:20241017T113000
DTEND;TZID=America/Chicago:20241017T133000
DESCRIPTION:Serving Individuals and Families in the San Antonio\, Texas Are
 a\n\nFUNDAMENTALS OF ESTATE PLANNING IN SAN ANTONIO\, TEXAS\n\nEstablishin
 g an estate plan is one of the most important steps you can take to protec
 t yourself and your loves ones in the event of your incapacity or upon you
 r death. Proper estate planning is one of the greatest acts of love toward
  your family. Careful planning spares your loved ones the expense\, delay 
 and frustration associated with the failure to plan.\n\nThe following will
  inform you on the misconceptions of Trusts in general.\n\nTrust:\n\nOn a 
 very basic level\, a living trust is an alternate way of owning assets suc
 h as cash\, stocks\, bonds\, real estate and personal property. As an esta
 te planning tool\, it allows one to maintain privacy and avoid the expense
  and inconvenience of guardianship and probate. You decide who safeguards 
 and manages the trust should you become incapacitated\, thus avoiding guar
 dianship. With your assets in a trust\, they automatically go to your bene
 ficiaries when you die.\n\nWill:\n\nA will is a legal document that instru
 cts how your property is to be distributed after your death. Unfortunately
 \, your will does not save your estate from passing through the process of
  probate before it can be distributed to your heirs.\n\nCo-sponsored by: S
 cott Atkinson\n\nSpeaker(s): Jim\, \n\nAgenda: \n11:00 am - Set up meeting
 \n\n11:30 am - Open Meeting/Networking\n\n12:00 PM - Lunch\n\n12:45 PM - P
 resentation\n\n1:30 PM - End of meeting\n\nRoom: Private Room\, Bldg: La F
 onda\, Alamo Heights\, 8633 Crownhill\, San Antonio\, Texas\, United State
 s
LOCATION:Room: Private Room\, Bldg: La Fonda\, Alamo Heights\, 8633 Crownhi
 ll\, San Antonio\, Texas\, United States
ORGANIZER:heena.rathore@ieee.org
SEQUENCE:38
SUMMARY:Presentation on Estate Planning
URL;VALUE=URI:https://events.vtools.ieee.org/m/437543
X-ALT-DESC:Description: &lt;br /&gt;&lt;div id=&quot;gdlr-core-wrapper-1&quot; class=&quot;gdlr-cor
 e-pbf-wrapper &quot;&gt;\n&lt;div class=&quot;gdlr-core-pbf-wrapper-content gdlr-core-js &quot;
 &gt;\n&lt;div class=&quot;gdlr-core-pbf-wrapper-container clearfix gdlr-core-containe
 r&quot;&gt;\n&lt;div class=&quot;gdlr-core-pbf-element&quot;&gt;\n&lt;div class=&quot;gdlr-core-title-item
  gdlr-core-item-pdb clearfix  gdlr-core-left-align gdlr-core-title-item-ca
 ption-top gdlr-core-item-pdlr&quot;&gt;&lt;span class=&quot;gdlr-core-title-item-caption g
 dlr-core-info-font gdlr-core-skin-caption&quot;&gt;Serving Individuals and Familie
 s in the San Antonio\, Texas Area&lt;/span&gt;\n&lt;div class=&quot;gdlr-core-title-item
 -title-wrap &quot;&gt;\n&lt;h2 class=&quot;gdlr-core-title-item-title gdlr-core-skin-title
  &quot;&gt;FUNDAMENTALS OF ESTATE PLANNING IN SAN ANTONIO\, TEXAS&lt;/h2&gt;\n&lt;/div&gt;\n&lt;/
 div&gt;\n&lt;/div&gt;\n&lt;/div&gt;\n&lt;/div&gt;\n&lt;/div&gt;\n&lt;div class=&quot;gdlr-core-pbf-wrapper ni
 tro-offscreen&quot; data-skin=&quot;client consultation&quot;&gt;\n&lt;div class=&quot;gdlr-core-pbf
 -background-wrap&quot;&gt;&amp;nbsp\;&lt;/div&gt;\n&lt;div class=&quot;gdlr-core-pbf-wrapper-content
  gdlr-core-js &quot;&gt;\n&lt;div class=&quot;gdlr-core-pbf-wrapper-container clearfix gdl
 r-core-container&quot;&gt;\n&lt;div class=&quot;gdlr-core-pbf-column gdlr-core-column-60 g
 dlr-core-column-first&quot;&gt;\n&lt;div class=&quot;gdlr-core-pbf-column-content-margin g
 dlr-core-js &quot; data-sync-height=&quot;height2&quot;&gt;\n&lt;div class=&quot;gdlr-core-pbf-colum
 n-content clearfix gdlr-core-js  gdlr-core-sync-height-content&quot;&gt;\n&lt;div cla
 ss=&quot;gdlr-core-pbf-element&quot;&gt;\n&lt;div class=&quot;gdlr-core-text-box-item gdlr-core
 -item-pdlr gdlr-core-item-pdb gdlr-core-left-align&quot;&gt;\n&lt;div class=&quot;gdlr-cor
 e-text-box-item-content&quot;&gt;\n&lt;p&gt;Establishing an estate plan is one of the mo
 st important steps you can take to protect yourself and your loves ones in
  the event of your incapacity or upon your death. Proper estate planning i
 s one of the greatest acts of love toward your family. Careful planning sp
 ares your loved ones the expense\, delay and frustration associated with t
 he failure to plan.&amp;nbsp\;&lt;/p&gt;\n&lt;p&gt;The following will inform you on the mi
 sconceptions of Trusts in general.&lt;/p&gt;\n&lt;h3&gt;Trust:&lt;/h3&gt;\n&lt;p&gt;On a very basi
 c level\, a living trust is an alternate way of owning assets such as cash
 \, stocks\, bonds\, real estate and personal property. As an estate planni
 ng tool\, it allows one to maintain privacy and avoid the expense and inco
 nvenience of guardianship and probate. You decide who safeguards and manag
 es the trust should you become incapacitated\, thus avoiding guardianship.
  With your assets in a trust\, they automatically go to your beneficiaries
  when you die.&lt;/p&gt;\n&lt;h3&gt;Will:&lt;/h3&gt;\n&lt;p&gt;A will is a legal document that ins
 tructs how your property is to be distributed after your death. Unfortunat
 ely\, your will does not save your estate from passing through the process
  of probate before it can be distributed to your heirs.&lt;/p&gt;\n&lt;/div&gt;\n&lt;/div
 &gt;\n&lt;/div&gt;\n&lt;/div&gt;\n&lt;/div&gt;\n&lt;/div&gt;\n&lt;/div&gt;\n&lt;/div&gt;\n&lt;/div&gt;&lt;br /&gt;&lt;br /&gt;Agend
 a: &lt;br /&gt;&lt;p&gt;11:00 am - Set up meeting&lt;/p&gt;\n&lt;p&gt;11:30 am - Open Meeting/Netw
 orking&lt;/p&gt;\n&lt;p&gt;12:00 PM - Lunch&lt;/p&gt;\n&lt;p&gt;12:45 PM - Presentation&lt;/p&gt;\n&lt;p&gt;1:
 30 PM - End of meeting&lt;/p&gt;
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