We are pleased to host two more client seminars this August. Since our clients want to make things as easy for their Successor Trustee as possible, we have created Trustee Class. It is an hour class discussing the estate planning documents you have and how they work upon your incapacity and/or your death. Please feel free to bring your Successor Trustee to one of these seminars to educate them on their important role in your estate plan. All clients and their trustees are welcome to join us! The presentation will be the same on both days and, as always, we promise to have homemade goodies.
Please contact Heather at (650) 463-1550 or firstname.lastname@example.org to reserve a seat.
Friday, August 18, 2017 Friday, August 25, 2017
Lucie Stern Center, Palo Alto Adult Community Center, San Carlos
2:00pm – 3:30pm 1:30pm – 3:00pm