Mondays, 9:40–11:05, Mar. 26–Apr. 16
Instructors: Sarah Parks, Bob Patton
The instructors will share their experiences with estate planning and retirement living with seniors and their families. Their purpose is to educate seniors about ways to become proactive in planning their estates.
- Mar. 26: An Overview of Estate Planning. Gift and estate taxes, wills and probate, and powers of attorney will be discussed.
- Apr. 2: Trusts. What are trusts and how do they work?
- Apr. 9: Settling an Estate with a Trust versus a Will.
- Apr. 16: Medical Decision Making. What is a healthcare directive, and how does it work? We will also discuss hospice care—what it is and how it operates.
is an attorney who limits her practice to estate planning. Her firm is Custom Estate Planning, which she has been operating since 1995. She has a JD degree from the Mason School of Law and an LLM from the Georgetown University Law Center.
practices estate planning, probate and trust administration, and maritime consulting. He works with Sarah Parks at Custom Estate Planning on estate planning matters, and is a member of the Virginia Bar and the DC Bar. In 2000 he retired from the US Maritime Administration, where he was deputy chief counsel.