About this Event
Free Estate Planning Seminar
Most people know they need a plan, but the "how" and "where to start" can feel overwhelming. Join us for a special educational event at Copper Mountain College (Classroom 103) in Joshua Tree. This workshop is designed to strip away the legal jargon and provide you with a clear, actionable roadmap to protect your assets and your loved ones.
In just one hour, an experienced estate planning attorney will guide you through the essential strategies every Californian needs to know.
What You Will Learn:
We will cover the "must-have" components of a modern estate plan, including:
- Wills vs. Trusts: Why a will alone might not keep your family out of probate court.
- Avoiding Probate: How to ensure your assets pass to your heirs immediately rather than being frozen in a public, expensive, and lengthy court process.
- The Landscape of Trusts: Understanding the differences between trusts such as Revocable, Irrevocable, and Special Needs Trusts—and which one fits your specific goals.
- Planning for Incapacity: Who will make medical or financial decisions for you if you can't? We'll discuss Powers of Attorney and Healthcare Directives.
- Protecting Your Children: How to legally name guardians for minor children so a judge doesn't decide their future.
- Amending Your Estate Plan: When and how to make changes to your will, trust, power of attorney, or healthcare directives.
- Attorney vs. Document Preparer: Why professional legal counsel is critical. We’ll discuss why online forms or "document preparers" (who are legally barred from giving advice) often leave families at risk compared to an attorney-led strategy.
Space is limited to allow for an interactive Q&A session. Registration is required.
Secure your spot today to take the first step toward true peace of mind for you and your family.
Event Venue & Nearby Stays
Copper Mountain College, 6162 Rotary Way, Joshua Tree, United States
USD 0.00
