Event Details

  • October 9, 2018
  • 6:30 pm - 7:30 pm
  • Free
  • Admission is free, and reservations are required. Call (831) 646-5632 or email thongchu@monterey.org.
  • Get Tickets

Venue

Event Description

Kyle A. Krasa, Esq., Certified Specialist in Estate Planning

Estate Planning Attorney Kyle A. Krasa will present an overview of some more advanced trust planning techniques such as the use of a Trust Protector and Trust Decanting to keep the trust flexible; the use of asset and divorce protection trusts for beneficiaries; and other more advanced features. Learn how to plan for the future from a local expert in October during National Estate Planning Awareness Month.

Two Future Financial Awareness Workshops in October 2018:

How to Build and Maintain an All Weather Investment Portfolio with Allison M. Barrientos, CPA, CFP®, Partner, Integris Wealth Management, LLC, Wednesday, October 17, 6:30 – 7:30 pm, Monterey Public Library Community Room.

2018 Tax Law Changes and Last-Minute Tax Saving Tips with Travis H. Long, CPA, Tuesday, October 23, 6:30 – 7:30 pm, Monterey Public Library Community Room.

This event is part of The Next Chapter: Designing Your Ideal Life lecture series sponsored by the Friends of the Library and the Monterey Public Library Endowment Committee.

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