Past Events | Upcoming Events

Sep
20
Thu
Let’s Talk Seniors Lecture Series – Probate for Property Owners @ Bonita Library
Sep 20 @ 1:00 pm – 3:00 pm

Brooke Jensen, Esq. will be on a panel with other professionals in the area to discuss Property Owners should handle the probate process. Place is limited; please RSVP online at http://events.letstalkseniors.us/

Oct
4
Thu
Business Planning Community Insights – The Four Questions Every Business Owner Should Clearly Know the Answers To @ Southern California Institute
Oct 4 @ 9:30 am – 11:00 am

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:

The Four Questions Every Business Owner Should Clearly Know the Answers To; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.

Driving income or driving value is the choice that every business owner intentionally or unintentionally makes – whether they plan on keeping and growing the business or transitioning it to their family or a third party.  These four questions offer process and clarity: Where are you now? Where are you going? How will you get there? and What’s next?  Join Melisa and Steve as they reveal examples of the realities, ins and outs, and radical results from these simple questions.  Leave with a plan, process, and how to accomplish it.

Estate Planning Community Insights – Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones @ Southern California Institute
Oct 4 @ 3:30 pm – 5:00 pm

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:

Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones; presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

Estate planning used to just be about the avoidance of probate and estate taxes.  Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia.  Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.

Oct
9
Tue
Advisor Insights in Fallbrook @ Christ the King Church - Fireside Room
Oct 9 @ 12:00 pm – 1:30 pm

Advisor Insights are advisor round tables offered to estate, financial, business, real estate, long-term care planning advisors, as well as senior care providers. Advisor Insights are designed to introduce you to the various planning options that facilitate achieving your clients goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.

California Estate and Elder Law and Foundation for Senior Care Invite you to attend:

Tuesday, June 12 from 12:00—1:30 PM
Why Most Estate Plans Fail – When the Diagnosis is Dementia
Tuesday, August 14 from 12:00—1:30 PM
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
Tuesday, October 9 from 12:00—1:30 PM
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options

Lunch will be provided!
To Register please go to www.SCInstitute.org/FSCA or call 760-723-7570

Nov
1
Thu
Business Planning Community Insights – The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition @ Southern California Institute
Nov 1 @ 9:30 am – 11:00 am

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:

The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Shelley Lightfoot, Partner

A certified valuation uses more than just EBIDTA and a multiple to derive value.  For most businesses moving though the five stages of business is the greatest factor for increasing enterprise value and stability.  The evolution of who is responsible for separate core functions, decreasing risk, increasing standardization of processes, and reporting is key.  Melisa and Shelley will review EBIDTA/multiple/valuation and then share a method to facilitate team alignment and empowerment, refine the directions of the company, and lay the foundation to create efficient, targeted implementation plans for the business that increase the value and stability.

Estate Planning Community Insights – Trustee Training: Rights and Responsibilities @ Southern California Institute
Nov 1 @ 3:30 pm – 5:00 pm

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:

Trustee Training:  Rights and Responsibilities; presented by Steve Mancini, Esq. and Brooke Jensen, Esq.

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations?  Join Steve and Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships.  The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.

Nov
13
Tue
Community Insights in Fallbrook @ Christ the King Church - Fireside Room
Nov 13 @ 12:00 pm – 1:30 pm

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

California Estate and Elder Law and Foundation for Senior Care Invite you to attend:

Tuesday, July 10 from 12:00—1:30 PM
Why Most Estate Plans Fail – When the Diagnosis is Dementia
Tuesday, September 11 from 12:00—1:30 PM
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
Tuesday, November 13 from 12:00—1:30 PM
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options

Lunch will be provided!
To Register please go to www.SCInstitute.org/FSCC or call 760-723-7570