Upcoming Webinars
From time to time, our firm offers educational webinars to help our clients and their loved ones learn about our services and participate in a live Q&A.
Date: April 22, 2026
Time: 12:00 PM Pacific Time (US and Canada)
Join us to learn:
- Basics of estate planning
- What is "Probate" and why do we want to avoid it
- How a trust simplifies administration of your estate
- Consequences of DIY Estate Plans
- Why income tax planning is more relevant than estate/death tax planning
- Participate in a live Q&A with our attorneys
Past Webinars
February 24, 2026 (5:30 - 7:00 PM Pacific Time)
Funding your Trust: Basics & Mistakes to Avoid
(REGISTER HERE)
Date: February 24, 2026
Time: 5:30 PM Pacific Time (US and Canada)
Purpose:
- Learn which assets should be held in your trust, and which should not.
- Learn how to properly title assets in your trust.
- Learn how to coordinate beneficiary designations for accounts not held in the trust.
- Common Mistakes to Avoid.
- Participate in a live Q&A with our attorneys.
January 29, 2026 (12:00 - 1:30 PM Pacific Time)
Meet Your Loved One's Estate Planning Attorney (REGISTER HERE)
Date: January 29, 2026
Time: 12:00 PM Pacific Time (US and Canada)
Purpose:
- Meet our team.
- Learn how we help clients plan their estates.
- Learn how we support our clients' family and friends when the time comes.
- Participate in a live Q&A with our attorneys.
November 18, 2025 (5:00 - 6:30 PM Pacific Time)
Meet Your Loved One's Estate Planning Attorney
Date: November 18, 2025
Time: 5:00 - 6:30 PM Pacific Time (US and Canada)
Description: Purpose will be to allow you and your loved ones to:
- Meet our team.
- Learn how we help clients plan their estates.
- Learn how we support our clients' family and friends when the time comes.
- Participate in a live Q&A with our attorneys.
October 21, 2025 (12:00 - 1:30 PM Pacific Time)
Meet Your Loved One's Estate Planning Attorney
Date & Time: Oct 21, 2025 12:00 PM in Pacific Time (US and Canada)
Description: Purpose will be to allow you and your loved ones to:
- Meet our team.
- Learn how we help clients plan their estates.
- Learn how we support our clients' family and friends when the time comes.
- Participate in a live Q&A with our attorneys.
