Estate Planning Community Insights – Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones
December 15, 2017
Thursday Insights: Pre-Empted for the 2018 Fiduciary Attorney Summit in Lake Tahoe
January 3, 2018
April 5, 2018 @ 2:30 pm – 4:00 pm
San Diego Marriot Del Mar
11966 El Camino Real
San Diego, CA 92130

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options – Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.

Effective planning is as much or more about preserving family relationships as it is about preserving family assets.  Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law.  Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities.  Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.