Living Trust Seminars in Los Angeles County
Living Trust Seminar
Tuesday, December 10th - Wednesday December 4th
Choose a date:
WHERE (PLEASE NOTE DIFFERENT TIMES & LOCATIONS):
Tuesday, December 10th
10:30 a.m. - Northridge / 6:00 p.m. - Northridge
Presenters: Oscar Vasquez, Felipe Anguiano
Wednesday, December 4th
10:30 a.m. - Sylmar/ 6:00 p.m. - El Segundo
Presenters: Oscar Vasquez, Felipe Anguiano
Exclusive Handout for Attending the Living Trust Seminar – Don’t Miss Out!
The most comprehensive estate plan ever!
Revocable Living Trust
Income Only Option
A/B Trust Option
Spendthrift Provisions
IRA "Look-through"
Last will / testament
Certificate of Trust
Financial Power of Attorney
Healthcare Power of Attorney
Living Will
Advance Directive
Online Funding Kit
Unlimited Funding Letters
Online Document Vault
Unlimited Changes*
Unlimited Updates*
Unlimited Restatements*
*For the next 12 months
The most comprehensive estate plan ever!
Documents written by expert estate planning attorneys, customized to fit your needs
Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
You will learn the following topics, in easy-to-understand terms:
The advantages and disadvantages of Wills and Living Trusts.
How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
How Probate Court works and why you may want to avoid it for your family.
Why putting property in your children’s names may be a mistake.
Common missteps by families raising children with challenges, disabilities or Special Needs.
Protect your home from being swallowed up by nursing home care.
Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
Best Practices for naming retirement account and Life Insurance beneficiaries.
HOW THE SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS.
Learn about our “90 in 90 FORMula™” proprietary process.
"The best investment you can make, is an investment in yourself ...The more you learn , the more you'll earn "
- Warren Buffett
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