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Andronik "Nick" Nazarian
Director, Alumni Relations
nick.nazarian@chaffey.edu
909/652-6541

Marie Baston
Foundation Coordinator
marie.baston@chaffey.edu
909/652-6543

Lissa Napoli
Administrative Assistant II
lissa.napoli@chaffey.edu
909/652-6544



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FINANCIAL SEMINARS


2014 Spring Schedule

The Chaffey College Foundation in collaboration with Forrest F. Wolfe, Attorney and Counselor at Law, offers various financial seminars, open to the community, free of charge. You will learn valuable information and receive a free private consultation.

Click on a seminar title to view the description

TRUSTS 101: Understanding the Basics of Trust Planning
February 1, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus
April 5, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus
June 21, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus
Presenter: Forrest Wolfe

There are many different types of trust arrangements. This class will look at three of the most popular trust and how they can save you thousands of dollars in legal fees, taxes and expenses, while protecting your family!

Living Trust—Get the straight story on Today’s most popular trust arrangement. If you already have one, when was the last time it was reviewed? Do you know if it will still work today the way you had intended?

Wealth Replacement Trust—A simple trust that can save you and your heirs thousands of dollars. Would you like to establish financial security for your family? This trust can help!

Special Needs Trust—A trust arrangement designed for those with special needs who may be receiving government entitlements such as SSI and Medicare. Proper trust planning can protect these valuable resources and still allow an inheritance to benefit a person with a disability.

TRUSTS 102: What You Need to Know If You Are Appointing or Have Been Appointed Trustee of a Trust or Executor of an Estate
May 31, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus
July 12, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus
Presenter: Forrest Wolfe

This information seminar is designed for those desiring additional information and are currently receiving and/or making trust appointments.

Financial and Estate Planning for Families with Disabilities and Special Needs
March 29, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus
Presenter: Forrest Wolfe

If you are caring for a person with a disability or other special needs – a spouse, a child, sibling, dependent parent, other relative or friend – this seminar is for you. You may need to be concerned not only with unique health issues, but also with long-term financial needs. Careful life care and financial strategies can make a difference in the quality of life for your loved one and other family members – including yourself.

Access information and services that can help improve the quality of life for people with disabilities and other special needs and their families and caregivers. Be prepared and know that the special needs person you are caring for will be taken care of long after you are gone.

Financial and Estate Planning for Same-Sex Couples
March 1, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus
Presenter: Forrest Wolfe

Living Trusts, benefits, and taxes: how to protect and provide for yourself and your partner or spouse, whether married or unmarried.

Presenter

wolfe
Forrest F. Wolfe

Forrest, who has earned the designation “Certified Specialist in Estate Planning, Trust and Probate Law” by the State Bar of California Board of Legal Specialization, received his JD from University of California, Hastings College of Law and was admitted to the California Bar in 1986. He worked in the Los Angeles tax and personal financial planning practices of two of the world’s largest accounting firms, before joining a Claremont law firm. In 1998, Forrest opened his own law firm in Ontario, and later formed the Law Offices of Wolfe & Wolfe LLP with his wife, Michelle. Forrest’s practice focuses on Will & Trust preparation & administration, Estate Planning, Probate, Special Needs Planning, & Income, Estate & Gift Taxes.





Rev. 11/26/13


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