Chaffey College Foundation

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Financial Seminars

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Andronik "Nick" Nazarian
Interim Executive Director of the Foundation and Alumni Affairs

Marie Edmison
Foundation Coordinator

Lissa Napoli
Administrative Assistant II

Yubel Svensson
Scholarship Program Assistant

Elora Kokalari
Administrative Assistant

5885 Haven Avenue
Rancho Cucamonga
CA 91737-3002

Office
909/652-6545

Fax
909/652-6547

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FINANCIAL SEMINARS

2010 Fall Schedule

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

Click on a seminar title to view the description

Registration Form

TRUSTS 101: Understanding The Basics Of Trust Planning
August 14, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus
October 2, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus
Instructor: 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 O Executor Of An Estate
November 13, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus
Instructor: Forrest Wolfe

This class will look at three of the most popular trusts and how they can save you thousands of dollars in legal fees, taxes and expenses, while protecting your family! Basic information on Living Trusts, Wealth Replacement Trust and Special Needs trusts. Also you’ve been named executor/trustee– now what does that mean? Review of responsibilities and how to go about getting everything accomplished. This will help you get organized for the estate of a loved one recently passed or how to prepare an estate for the eventuality.

Presenter

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.