About this Event
Most estate plans look fine on paper. That does not mean they will work the way you think.
The biggest issues we see are not from lack of planning—but from outdated strategies, misunderstood structures, and overconfidence in plans that were never designed for more complex wealth.
This session takes a different approach.
Join us for a candid, practical discussion with a top Silicon Valley estate planning attorney on how advanced strategies—especially Irrevocable Trusts—actually work in real-world scenarios, where they break down, and how to structure them more effectively.
We will also share a Silicon Valley housing market update, including how current conditions are impacting real estate decisions, timing, and long-term wealth positioning.
What you’ll learn:
- Why many estate plans fail when tested—and how to avoid it
- When Irrevocable Trusts help—and when they create unintended problems
- How Charitable Remainder Trusts (CRTs) can be used for tax efficiency and income planning
- How to think about control, tax efficiency, and flexibility at the same time
- The role real estate plays in more advanced estate structures
- What is happening in the Silicon Valley housing market right now—and what to watch next
Seating is limited—reserve your spot early.
If you have not revisited your strategy recently—or suspect it may not be optimized—this session will give you a clearer way to think about what comes next.
Please RSVP by registering here on Eventbrite, emailing [email protected], or call/text Alex at 650.690.2858.
See you there!
Event Venue & Nearby Stays
Kim Heng & Alex Seroff - Heng Seroff Real Estate Group, 578 University Avenue, Palo Alto, United States
USD 0.00
