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 keithbritanymft@gmail.com

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

w

Connecting to %s