Estate Planning:
Free Educational Workshops and Seminars
I am a member of the Bay Area Legal Incubator, a community of solo attorneys dedicated to providing affordable legal services and promoting social justice. As a part of this mission, the BALI members offer a number of free and low-cost educational workshops/seminars to residents of Northern California. I am an estate planning attorney so my topics are related to wills, trusts, and estate planning. I am passionate about giving people the information they need to navigate marriage and relationships, deal with family obligations, and to protect their assets and their loved ones. If you are interested in arranging such an event for a group of your friends, colleagues, or clients or looking for a guest speaker for a program related to
- families with children,
- home owners, or
- seniors,
I would be happy to participate and offer presentations on the following topics:
One-hour presentations:
• Estate Planning 101: Are Your Affairs in Order?
• Estate Planning: Myths, Mistakes, and Misconceptions
• Will vs. Trust: Which is Right for You?
• Why, When and How to Avoid Probate
• Who Will Decide When You Can’t? — Advance Health Care Directives & Durable Powers of Attorney
90-minute to 120-minute presentations:
• Why, When and How to Avoid Probate
• Estate Planning Basics
• The Procrastinator's Full Guide To Estate Planning (expanded)
• Elder Law & Medi-Cal Planning (co-presentation with a social worker)
• Responsible Parent’s Guide (co-presentation with a family law attorney)
• Advance Health Care Directives: Let’s Get It Done! (by the end of the presentation you will have a valid document)
If you are interested, please contact me