Trusts and Estates Options Presentation

February 2017 Trusts & Estates Options Presentation  (Click Here for Flyer)

Estate, trust and inheritance issues frequently cause significant stress in families, and can be costly in terms of legal fees and damaged relationships. This educational Estate Options presentation, given by an estate attorney, a financial professional, and a counselor, provides an objective overview of various processes available to families interested in preserving family wealth and harmony, including the pros and cons of:

  • Doing it yourself 
  • Getting a lawyer
  • Mediation
  • Collaborative Practice

Offered by Collaborative Practice Silicon Valley

Saturday, February 11th, 10am – 12pm

Chantel Building, 3880 S. Bascom Ave, Second Floor Conference Room, San Jose

There is no charge, but we appreciate RSVP’s to