Skip to content
seminars-01

Essential Estate Planning and Elder Law Seminars

I regularly speak to community and professional audiences about Estate Planning, Elder Law, and Retirement Living topics. If you have a group who could benefit from a short, introductory talk or perhaps a longer, hands-on workshop, please contact me. I'm happy to create a talk that suits your particular audience. 

Estate Planning 101 – What You Need to Know

This seminar is an introduction to the basics of estate planning, including why it’s so important to make a plan, how to choose the right individuals to serve as your successor trustees and healthcare agents, planning for your blended family, and the delicate task of passing on your wealth to your children and grandchildren in ways that encourage, rather than dampen, their own independence and achievement.

When You Care Enough - Advance Health Care Directive and California's New POLST

No one likes to talk about dying, but failing to inform your loved ones about how you want to be cared for at the end of your life is unkind. The absence of clear instructions will leave your family feeling unsure and guilty. This is not a doom-and-gloom talk, but an entertaining and informative look at how your Advance Health Care Directive and California's new POLST can give your family real peace of mind that they are making the best possible end-of-life decisions on your behalf.

Life Happens - Planning for Incapacity

The biggest worry today isn't death, it's dementia. Who will manage your personal care and finances if you become incapacitated? Learn about the early warning signs and how best to protect yourself and your family by planning ahead.   

3 Things Business Owners Must Know About Estate Planning

If you own your own business, what happens if you become incapacitated or die? Your family, your partners, and your employees depend on you. What's your plan? 

Staying Put, Moving On

Whether you want to stay in your own home, move closer to your children, or move into a retirement community, this seminar will help you consider all of your options. Is your present home and neighborhood appropriate for aging in place? What will it cost? What resources are available to help you stay in your home? What can you do now to prepare for your future? What retirement communities are available in the Bay Area? How do they differ? What should you know about continuing care retirement communities (CCRCs) and the different kinds of continuing care contracts?

The Real Cost of Retirement Living

This seminar will give you the facts about retirement living options. There are so many choices. Should you buy, buy-in, or rent? What are the age, health and financial qualifications for admission? What are the monthly fees? What services are included? What portion of the fee is tax-deductible? How does long-term care insurance fit in? What are the consequences for your estate?