Immigration for Business Owners, Real Estate Owners, and Family Members
February 27, 2018
The Gathering 2018 – Private Fiduciaries and Trust Companies – What to Consider from a Client’s Point of View as well as the Advisor’s
March 22, 2018
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00
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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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We Need to Talk – Tips for Starting the Critical Conversation and Bonding with the Next Generation
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(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
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3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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