Webinar: Rethinking Your Estate Plan – New Strategies for New Laws

This webinar will cover:

  • Analyzing options under the SECURE Act
  • Should we treat all classes of assets equally in our Estate Plan?
  • When to consider using a Charitable Remainder Trust for your retirement assets
  • What to do with your home under Prop 19?

Webinar: Scams – No Joke!

This webinar will cover:

  • Common Scams Facing our Elders

  • Action Plan for Protection: What to Look For

    • Unusual Expenditures/Frequent Odd Transactions

    • Isolation

  • When to Hire a Professional Advisor vs. Family Member

  • How Can a Trust Protect families from Scammers?

Webinar: The Duties of a Trustee

This webinar will cover:

  • A Living Trust
  • Trust Administration
  • Your Successor Trustee Duties & Powers
  • Traps and Pitfalls: What can go wrong?
  • Details about our NEW Successor Trustee Manual - Coming Soon!
  • Questions & Answers

Webinar: Special Needs Trust Webinar

This webinar will cover:

  • What to consider when reviewing my current Trust and making a life plan for my child?
  • Choosing the right Trustee for my situation
  • Ensuring an inheritance is put into the right Trust for my child
  • The basic rules for ABLE accounts
  • Understanding the eligibility rules for SSI
  • Understanding Medi-Cal
  • Questions and Answers

All attendees will be offered a Free Consultation at the conclusion of the webinar.

Register Here

  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please make a selection.