Straight Talk About Estate Planning
In this video you will learn the basic elements of an estate plan, the pitfalls of probate in California and how to select the best resource for your estate planning.
Topics:
How and why California probate and conservatorship became terrible
Basic elements of estate planning for probate avoidance and incapacity planning
Added benefits of trust-based estate planning and how to select legal services providers
Presenters:
Gregory Becker, Attorney
Eric Harris, Attorney
In this presentation, Attorneys Greg Becker and Eric Harris will briefly describe the frustrating history of why California’s probate procedure is expensive, time-consuming and cumbersome, and what one can expect if they find themselves in a probate and/or conservatorship. From there, they will discuss how to privately plan around probates and conservatorships through utilizing living trusts, powers of attorney and other will substitutes. Last, they will discuss added benefits of trust-based planning involving tax planning and asset protections concerns, as well as what to expect when choosing among DIY, online, document-drafters, trust mills and specialist law firms to provide estate planning legal services. Please join us on Saturday morning for a witty and compelling discussion of an often dry and morbid subject.
Torrance Memorial presents Taking Care of Your Financial Health, a free interactive seminar presented by Torrance Memorial's Professional Advisory Council (PAC).
Torrance Memorial's PAC is a volunteer group of estate planning attorneys, accountants, financial planners, fiduciaries, and life care planning professionals dedicated to supporting Torrance Memorial Medical Center and educating the community on the benefits of charitable tax and estate planning.