Estate Planning Workshop, Sunset

This workshop is geared toward parents with children but all are welcome. Minor children do not have the legal capacity to inherit. With a personalized trust, parents decide when their children receive their inheritance – at specified ages, for specified reasons, and with specified limitations.

  • Learn how a customized guardianship nomination can provide potential guardians with a roadmap to your vision for your children’s future.
  • Learn why everyone over the age of eighteen needs an advance health care directive and a durable power of attorney.
  • Learn how to control the circumstances in which your children receive their inheritance
  • Learn the difference between a will and a trust
  • Learn how to create an estate with life insurance
  • Learn about what happens when someone dies without an estate plan

Space is limited, register today.


Wed, May 9, 2018
11:00 AM – 12:30 PM


1108 Irving Street
San Francisco, CA 94122

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