Orange County Invites Public to Estate Planning Workshops

ORANGE COUNTY, NC (June 6, 2017)— Orange County Department on Aging invites the public to take advantage of free estate planning workshops being conducted by two local attorneys.

The sessions are free, and all meetings will be held from 2-4 p.m.

The two-part series of workshops on Estate Planning will address these topics and the following issues: 

Hillsborough Workshops

Passmore Center, 103 Meadowland Drive in Hillsborough, (919) 245-2015

Presenter Steve Lackey, Attorney-at-Law will cover the following topics:

June 26– Testamentary Planning for Your Property: Who, What, Where, When, and How

Topics: Financial Powers of Attorney, Retirement Benefits, Health Care Powers of Attorney, Long Term Health Care, and Living Will.

June 27– Transferring Property by Gift, During Life and Beyond

Topics: Lifetime Gifts, Wills, Trusts, Joint Property, Beneficiary Designations, and Transfer Taxes 

Chapel Hill Workshops

Seymour Center, 2551 Homestead Road in Chapel Hill, (919) 968-2070

Presenter Beth Tillman, Attorney-at-Law, will cover the following topics:

June 26 – Planning for Incapacity

Topics: Health Care Powers of Attorney, Living Wills, Durable Powers of Attorney for Finances, and Living Trusts

June 27 – Final Wishes for Yourself and Your Property

Topics: Wills, Living Trusts, Life Insurance, Retirement Benefits, Organ Donation, and Disposition of Remain

There will be opportunities for questions and answers during all sessions.

Contact the center of your choice to register for any or all sessions.

You may register for one or both of the sessions.

Passmore Center (please register by June 12)

  • Mon, Jun 26 (230010-01)
  • Tue, Jun 27 (230010-02)

Seymour Center (please register by June 19)

  • Mon, Jun 26 (333000-11)
  • Tues, Jun 27 (333000-12)