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Law

A Roadmap to Estate Planning

$2499

with Katherine Charapich

Calendar Oct 10, 2018 at 10:30 am, runs for 3 weeks

Legal issues often seem so complicated or confusing that we neglect dealing with them. Questions arise surrounding the key estate planning documents known as wills, trusts, powers of attorney, or advanced medical directives. The questions range from the basic to the more complex:  What is a revocable trust? What if I don’t have a will in place when I die?  Can I keep assets in my bloodline?  Do I have to leave assets to my children?  Do I need a power of attorney if I have made my adult-child joint owner with rights of survivorship on my bank account?  Attorney Katherine Charapich’s classes will address these questions and more, and will aid in understanding estate planning documents that can help provide protection for persons as well as their financial investments. Ms. Charapich will discuss protecting individuals’ interests and well-being should they become incapacitated and protecting assets for their care. She will also address ways to ease the transfer of remaining assets to beneficiaries.

Katherine Charapich, a lawyer with the Estate Law Center based in Culpeper, Virginia, focuses on estate planning, elder law matters, and business formation and contracts. Ms. Charapich obtained her Juris Doctor from Liberty University School of Law, where she also served as Editor-in-Chief of the Liberty Legal Journal. She earned a reputation for excellence in client service during her 20 years of prior business experience in the Commonwealth of Virginia that she continues to build upon in her practice today. For more information, please visit EstateLawCenter.com.

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Taxing Tales

$20

with James Halpern

Calendar Oct 19, 2018 at 7 pm, runs for 1 week

Judge Halpern sits on the United States Tax Court.  He travels the country listening to reasons why people don’t think they owe what the I.R.S. says they owe.  Some of the time the taxpayer prevails; some of the time the I.R.S. prevails.  Often the stories are fascinating.  For instance, when was convicted Soviet spy Aldrich Ames taxable on income from spying that he failed to report on his U.S. income tax returns: when the Soviets set the money aside for him or when he actually received it?

Judge James S. Halpern has been a judge on the United States Tax Court for over 28 years.  He teaches Federal income taxation at G.W. University Law School.  He is also a certified Memphis in May barbecue judge.

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