Broker Check
25 March
Private Monthly Briefing: Estate Planning

Description

Join us on Thursday the 25th at 11am PST to hear Diane Parriott discuss estate planning and its role in a family’s holistic planning. In this briefing, you’ll learn:

  • What exactly estate planning is, and why it is beneficial
  • How to assess a current estate plan, and when to know if it should be reviewed or updated
  • Common pitfalls and concerns in existing trusts
  • Recent updates in the law, including the SECURE Act and California’s Proposition 19
  • And more

Diane has practiced exclusively in the area of estate planning, trust administration, probate and tax law for 16 years. Over this period of time, she has drafted and administered thousands of revocable and irrevocable trusts, Wills, Durable Powers of Attorney, Advance Health Care directions, and Nominations of Guardianships for Minor Children. Since 2010, Diane has been designated by the California Board of Legal Specialization as a Certified Specialist in Estate Planning, Trust Administration, & Probate Law.

CRN-3489871-031121 

Date and Time

Thu, Mar 25, 2021

11:00a - 12:00p PST

Location

Zoom Webinar

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