Apr
26
Thu
The 5 Essential Documents @ St. Charles Senior Nutrition Center
Apr 26 @ 11:00 am – 12:00 pm

The Five Essential Documents; Presented by Scott Stewart, Esq.

Scott will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your loved ones. Help memorialize your wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.

Apr
29
Sun
Get Your “Stuff” Together! @ Belmont Village Senior Living - Cardiff
Apr 29 @ 1:00 pm – 2:00 pm

“Get Your $#!+ Together and Practice What You Preach!”

Let’s begin 2018 by holding ourselves accountable! Come to this FREE interactive workshop and walk away with your Advance Health Care Directive completed! An attorney will be provided at no charge to answer all of your questions. We will have a chance to discuss the 5 Essential Documents you AND your loved ones should have.

This workshop will be available for two months, so you can choose which meeting will work best for your schedule. Take advantage of this item of value! Begin 2018 with this important personal accomplishment for you and your family, and you will be an important asset of knowledge for your loved ones.

May
2
Wed
The 5 Essential Documents @ Glenn Abbey Memorial Park
May 2 @ 8:00 am – 10:00 am

This is a South Bay Senior Providers meeting where our own Scott Stewart will be speaking about The 5 Essential Documents

Let’s begin 2018 by holding ourselves accountable! Scott will be present at no charge to answer all of your questions. We will have a chance to discuss the 5 Essential Documents you AND your clients should have. Begin 2018 with this important personal accomplishment for your family, and you will be an important asset of knowledge for your clients.

May
3
Thu
May Community Insights – The Founders Group @ San Diego Marriot Del Mar
May 3 @ 8:30 am – 10:00 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:

Family Businesses:  Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Steve Mancini, Esq.

Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill.  Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value.   Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.

May Community Insights – California Estate and Elder Law @ San Diego Marriot Del Mar
May 3 @ 2:30 pm – 4:00 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:

Why Most Estate Plans Fail – When the Diagnosis is Dementia

Wills, trusts, and other estate planning document have been traditionally planned for and 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.  We know that families often feel overwhelmed and are relieved to find a path to working through it.  Some of these conversations surround a person’s subtle or obvious changes in capacity. These changes affect critical aspects of daily life – things like health, safety and finances. Learn techniques to contemplate and effectively map out and document what’s important in these areas.  Help a well spouse cope, children plan, preserve families and their assets, and document the individual’s unique wishes.

May
20
Sun
Get Your “Stuff” Together! @ Belmont Village Senior Living - Sabre Springs
May 20 @ 1:00 pm – 2:00 pm

“Get Your $#!+ Together and Practice What You Preach!”

Let’s begin 2018 by holding ourselves accountable! Come to this FREE interactive workshop and walk away with your Advance Health Care Directive completed! An attorney will be provided at no charge to answer all of your questions. We will have a chance to discuss the 5 Essential Documents you AND your loved ones should have.

Take advantage of this item of value! Begin 2018 with this important personal accomplishment for you and your family, and you will be an important asset of knowledge for your loved ones.

Jun
7
Thu
June Community Insights – The Founders Group @ San Diego Marriot La Jolla
Jun 7 @ 8:30 am – 10:00 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:

Family Businesses:  Where Are You Going and How Will You Get There?; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Shelley Lightfoot

One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.

June Community Insights – California Estate and Elder Law @ San Diego Marriot La Jolla
Jun 7 @ 2:30 pm – 4:00 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:

The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning – Presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

Confronting the costs of long-term care is often the largest expense a family will face.  Most people believe that they must bare these costs on their own.  Surprisingly, financial help is available for most families with loved ones suffering from these conditions.  Learn the 3 lies and 8 mistakes most people are confronted with when addressing these costs.

Jul
5
Thu
July Community Insights – The Founders Group @ San Diego Marriot Del Mar
Jul 5 @ 8:30 am – 10:00 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:

Family Businesses:  Options for Growth, Succession, and Exit; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Joe Strazzeri, Esq.

Business owners often face the question of what’s next – the decision between keeping and growing the business or transitioning it.  Growing the business has its associated short-term rewards and long-term risks.  Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  This session will identify and discuss the pros and cons of the myriad of potential strategies as well as the improvements you should start making now to increase the value of the business.  Learn how to navigate the tributaries and ramifications of your potential choices.

July Community Insights – California Estate and Elder Law @ San Diego Marriot Del Mar
Jul 5 @ 2:30 pm – 4:00 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:

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.