It's Your Estate: Ocean Institute to Present Free Estate Planning Workshops

NEWPORT BEACH, CA, March 12, 2009 - The Ocean Institute is pleased to present a free series of estate planning workshops moderated by private fiduciary Peter Kote on consecutive Mondays, April 13-June 8, 1:30 - 3 p.m. (except May 25). The purpose of the series is to promote awareness of financial and estate plans, show how to find competent and ethical advisors and teach about tax-wise charitable giving. Topics include:

April 13: Introduction/Quiz, Peter Kote

April 20: Estate Planning Basics, Richard Ashworth

April 27: Advanced Heath Care Directive; Conservatorship & Power of Attorney Over Assets, David Estes

May 4: Advanced Estate Planning, Leslie Daff

May 11: IRA; 401k, 403b,and 457 plans distributions, Toni Degasperin

May 18: Charitable Income and Tax Planning Issue, Jeff Swanson

June 1: Being a Trustee and Executor, Peter Kote and Leonard Whitehorn

June 8: Case Study/Review, Peter Kote

Workshops will be held at the Ocean Institute, 24200 Dana Point Harbor Dr., Dana Point. Register by contacting Penny Mangione, pmangione@ocean-institute.org or call (949) 496-2274, ext. 111.