Estate Planning Course Winter 2024

Presented by Claudia I. Pringles, Esq.

Hosted by the Montpelier Senior Activity Center

Please note that recordings will be available until February 15th.

January 2, 2024 Class #1: Estate Planning Overview

Zoom Recording:

https://us02web.zoom.us/rec/share/1xt8XZLnv0v0fgXz7ol_2L8jv-s7hpWN1Y_74W95tn_W1X7Zc1nOsMGEGuqGk6kP.SxbyIKI9lJfkU5IY
Passcode: @0Ry94g^

Here is a link to the handouts from this class.

January 9, 2024 Class #2: Trusts 

Zoom Recording:

https://us02web.zoom.us/rec/share/zut6Bt0MoblezjKqYnAqaosSPf_XwaEo5EHuXn08UdLtl3Hax2UlRAUHvdRfLnLb.o8iPtev8N6F7h4YY
Passcode: BQFe3#Vr

Here is a link to the handouts from this class (“Class Outline” is a list of “concerns” and which Estate planning documents will address the list of estate planning “concerns” that we discussed in class #1

January 16, 2024 Class #3: Probate and Avoiding Probate (How to Avoid Leaving a Legacy of Chaos)

Zoom Recording:

https://us02web.zoom.us/rec/share/nKCLNEG6NZSFsl5p-L_92t3L7V7H7__V7s7hih3l0uYX8aWcn8xgZBrkWLRCHK51.2IcZuKsU9apeQBMA
Passcode: Nc2+tB@2

Recommended reading: What Could Go Wrong? Choosing the Wrong Executor 

January 23, 2024 Class #4 (final class) Incapacity, Guardianship, & Medicaid Planning

Guest speaker confirmed

Gabe Lajeunesse, financial advisor with UBS will join us for about 15 minutes. Gabe has offices in Berlin and in S. Burlington. Please send questions to Analyn at Welcome@Pringleslaw.com with “Questions for Gabe” in the subject line. Please keep your questions broad and brief. Common questions include IRA questions, annuities, transferring assets to the next generation while saving them taxes, etc.