Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
March 21, 2019 @ 2:30 pm – 4:00 pm
The Southern California Institute
10251 Vista Sorrento Parkway
Suite 250, San Diego
CA 92121
Shelley Lightfoot
858 200-1911

March 21, 2019 – Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; Presented by Brooke Jensen, Esq. and Scott Stewart, Esq.

Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death.  These documents address the proverbial end as if it’s a light switch.  Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.  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.