Client Review Workshop

Wednesday, October 21, 2026
3:00 pm
(Refreshments will be provided)

Litherland, Kennedy & Associates
3425 S. Bascom Ave, Suite 240
Campbell

Who Should Attend This Workshop?

Clients of our firm who signed your living trust estate plan more than 5 years ago and clients who have been unable to attend our recent client appreciation seminars.

Is your estate plan still a reflection of your current wishes? Creating your living trust estate plan was an essential first step-but maintaining your trust over time is just as important. It it’s been more than five years since you signed your estate plan, it may be time for a check-up.

Join us for this informative and practical workshop designed to help you keep your plan on track and fully aligned with your current needs.

We’ll provide you with:

• Information about why regular reviews are essential to protect your legacy
• Changes in estate planning, tax, and Medi-Cal laws
• Time for Q&A

Your life changes-and your estate plan should too. This workshop is a great opportunity to refresh your understanding, ask questions, and to schedule a free client review appointment if it’s been a while since you signed your trust. Let us help you protect your future and bring peace of mind to you and your loved ones.

We look forward to seeing you!

REGISTER NOW!

About the Speaker:

About Litherland, Kennedy & Associates

We have been providing quality estate planning services in the Greater Bay Area since 1975. Our firm is committed to helping those concerned with protecting their families from the devastating legal effects of incapacity and death. With the aid of public seminars, educational presentations, articles, and radio/television interviews, we have championed the use of revocable living trusts as a proven way to protect families from probate, to minimize or eliminate federal estate taxes, and to prevent the Medi-Cal Recovery lien. We are members of the American Academy of Estate Planning Attorneys and National Academy of Elder Law Attorneys.