The San Diego Estate Planning Firm, California Estate and Elder Law, will hold family round tables to help you understand your planning options. This Community Insights education series is offered to help families stay abreast of the various alternatives in today’s marketplace on topics in estate, financial, business, real estate, and long-term care planning. These events will be offered on the first Thursday of every month from February through July, and they will be held at the San Diego Marriott Del Mar in February, April, May, and July and at the San Diego Marriott La Jolla in March and June.
The four speakers, Scott Stewart, Esq., Brooke Jensen, Esq., Steve Mancini, Esq., and Alexis Bastedo, Esq. are set to present on a variety of topics to help their clients and inquirers better understand the ins and outs of estate planning. The topics include:
“Why Most Estate Plans Fail- When the Diagnosis is Dementia”: Learn how wills, trusts, and other estate planning documents can help you in the full spectrum of planning – everything that may happen between now and “then” in the areas of control, health, safety, finances, and estate preservation.
- “The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning”: There’s no right time to start planning for the passing of a loved one. Many times, the cost of long term care is the largest expense a family will face. It’s okay to feel overwhelmed. Learn how to overcome these 3 lies and 8 mistakes while understanding your current options.
“Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options”: Effective planning is equally about preserving family relationships and family assets. In this seminar, review protections and control for the surviving spouse as well as your trustee rights, responsibilities, and liabilities.
These topics will be cycled through the events (each will be spoken on twice). The first presentation on February 1, 2018 from 2:30-4:00 p.m. will be on “Why Most Estate Plans Fail – When the Diagnosis is Dementia”. The following dates will follow the topics in the order they are listed above and all presentations are held from 2:30-4:00 p.m.: March 1, April 5, May 3, June 7, and July 5.
Visit California Estate and Elder Law to find out more details about Community Insights and to register.