CBA Seminar: How 2010 Tax Act Affects Your Estate Planning03/13/2011 - 03/13/2011


       Chinese Bioscience Association (CBA) Event

How 2010 Tax Act Affects Your Estate Planning

  Speaker: Julia Hsiao, LL.B, J.D., LL.M.


Date:   March 13, 2011; 2pm to 3:30pm

Venue: Genius Center at World Culture Center ,

1606 S. De Anza Blvd, San Jose, CA95129           \

Fee:      Free


It is not uncommon for Affluent Americans to have significant mistakes in their wealth transfer plans.  Most do not understand the nature of the mistakes nor the fact that solutions exist. 

This seminar will cover the ten mistakes that are made most often in estate planning, which include Incapacity, Ownership, Tax Free Transfers, Qualified Plans, Charities, etc.

  It intends to help uncover your wealth transfer mistakes, provide you with information on some typical solutions, and help layout a “road map” or action plan for implementing these solutions.  You will learn how to minimize your estate taxes while maximizing the assets you pass to your heirs.

To help you looking at a comprehensive financial planning, this seminar will also disclose “Lifetime Wealth Strategies”.  The LWS is an integrated approach calculating your total economic wealth, including your “human capital”.  It provides a dynamic investment strategy that respond to every stage of your life.  It leverages rigorous research by Ibbotson Associates and incorporates state-of-the-art asset allocation techniques that combine investment and insurance decisions.

Julia Hsiao, J.D., LL.M, LL.B, New York Life Insurance Company Agent, and Financial Adviser with Eagle Strategies LLC.  Julia completed the LL.B. from National Taiwan University School of Law in 1983, received her J.D. from Lincoln Law School in 1996 and LL.M., Master Degree in Taxation from Golden Gate University in 2001.  She has been involved in the insurance and financial services in the Silicon Valley , CA area since 1997.  Julia has been a Council Agent in New York Life since 1998, and a Life member of MDRT (Million Dollar Round Table) in 1999~2010.  Julia is also a member of Santa Clara Estate Planning Council since 1998.