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Fundamentals of Estate Planning & Probate: What Every Senior Should Know

October 1, 2019 @ 5:30 pm - October 22, 2019 @ 7:00 pm UTC-5

Join Merrell Bailey and Hallie Zobel for this fun and informative estate planning class! Register now through Rollins STARS

Join local law partners Hallie Zobel and Merrell Bailey of Your Caring Law Firm for this informative series on the fundamentals of estate planning and probate. This fun, interactive, and practical class reveals what you always have wanted to know about estate planning and probate. The instructors will use pop-culture examples from movies and celebrities to engage the audience as they illustrate topics such as: What is the difference between a will-based estate plan and a trust-based estate plan? What are the typical legal documents one might see in an estate plan? Why should I care about estate planning? I’m solidly middle-class, not wealthy! Who has the authority to make financial and medical decisions for me as I age? What is the difference between probate and a trust administration? How do I pass my retirement plan assets? Is there anything my legacy can do to protect my loved ones from creditors, predators, and their own bad choices? How can I prevent my wealth from going to my daughter-in-law’s next husband? How can I avoid “ruining” my grandchildren with an inheritance?


October 1, 2019 @ 5:30 pm UTC-5
October 22, 2019 @ 7:00 pm UTC-5
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Rollins College Center for Lifelong Learning


Rollins College, Bush Science Center
1000 Holt Avenue
Winter Park, FL 32789 United States
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