Client Review Workshop
Has it been more than 5 years since you’ve signed your living trust estate plan with our office? Have you been unable to attend our recent client appreciation seminars?
In this workshop, we will discuss:
- The importance of assuring that your estate plan reflects your current wishes
- Updates in the law with regard to estate planning and Medi-Cal planning
- We will also answer your questions
Having an estate plan in place is perhaps the most important step in passing on your legacy; understanding and maintaining your plan is equally as important. We encourage you to take advantage of this free event.
This Workshop is FULL. If you would like to be added to a wait-list in the event of cancellations, please call the office at (408) 356-9200 or (831) 476-2400. Our next Client Review Workshop will be held on Tuesday, July 17th at 2:00.
Note: Please do not bring your estate planning documents/binder with you to this workshop. Unfortunately, the attorney does not have the time to review documents during the workshop. After attending the workshop, we would be happy to schedule a free personal consultation where the attorney can discuss your documents with you.