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Seminar to focus on estate plans

Courtesy photoFrom left to right: Kelley Carroll, Matt O'Neil, Michael Griesmer, and Michael Graham plan the program for Truckee Tahoe Community Foundation's Estate Planning Seminar.
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If you don’t have a will or trust, both the State of California and the IRS will, in effect, write one for you. They will decide what heirs receive how much, who takes care of your minor children, and of course, take a hefty amount in taxes.

“Our goal is for everyone in the Truckee/North Tahoe to have a will,” said Lisa Dobey, CEO of Truckee Tahoe Community Foundation. “By having a will or trust, you can determine who gets your assets and how.”

Truckee Tahoe Community Foundation is hosting its Estate Planning Seminar on Tuesday, July 18, 3-5 p.m., at the Truckee Town Council Chambers. This seminar is a starting place for thinking about how to take care of your loved ones and the community through wills and trusts.



A panel of local experts donates their time to review a sample case scenario, answer audience questions, and talk about their experiences helping clients create strong estate plans. Panelists for the seminar are board certified estate planning attorneys Michael Graham and Kelley Carroll, CPAs Michael Griesmer and Matt O’Neil, and financial planner Glen Bobo.

“Doing the logistics of an estate plan is relatively easy, what’s difficult are the human issues,” Dobey said.



Past questions from the audience have raised issues on how to divide assets to heirs in combined families, what to do with a family-owned business, what to do about an adult child who is not capable of managing an inheritance, and how to make it possible for grandchildren to inherit a lakefront home.

“Truckee Tahoe Community Foundation offers two estate planning seminars annually as part of our educational programming,” Dobey said. “Our long term goal is to encourage more people to make planned gifts to the community ” supporting local philanthropy through their wills and trusts. But for that to happen, people actually have to have wills and trusts, so these seminars are a first step in encouraging people to plan.”

The event is free. To sign up, call Martha Simon at 587-1776 or e-mail martha@ttcf.net if you would like to reserve a space at this seminar.

“-Provided to the Sun

– Help ensure that your money and other assets go to the people you choose.

–Specify who will care for your minor children if you die or become incapable of

caring for them.

* Defuse potential conflicts over the distribution of your assets.

* Provide charitable gifts to causes you care about.

– Minimize estate taxes and other transfer taxes.

– Avoid the costs, publicity and delays of probate, the legal process used to value

your estate, settle any debts, pay taxes and transfer assets to your heirs.

– Help ensure that you and your affairs are handled in the manner you wish if you

should become incapacitated.


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