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.
Seating is limited. Reservations are required.
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.
THIS WORKSHOP IS FULL. If you’d 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 or email firstname.lastname@example.org. We also invite you to register for our next Client Review Workshop scheduled for Wednesday, October 2nd at 2:00 pm.