It’s that time again – time for our 3rd Breakfast and Learn Seminar in our 2021 Series!
On Saturday March 27, at 10:00 am, we will be hosting Estate Planning, Trust and Probate Attorney Paul Velasco of Velasco Law Group, expert in creating and administering trusts and doing estate planning for people like you and I who want to protect our assets and plan ahead for our future and the future of our heirs.
This is a seminar not to be missed! We have had Paul Velasco in person for our group in the past, and the audience learned a inordinate amount of valuable information about this important topic. Now we have Paul back for an immersive look at what it means to have a trust in place, put our real estate in the trust, avoid some of the pitfalls of inadequate estate planning.
Paul will discuss the basics of estate planning and why it is so important to get it right. His presentation will focus on the most common estate planning mistakes made by individuals and families and the costly problems and disputes that they lead to. In his trust litigation practice, Paul represents successor trustees and beneficiaries involved in disputes or other court proceedings that very often are the result of mistakes, omissions and/or bad planning by attorneys, paralegals or other professionals involved in the estate planning process, or by people who drafted their own documents using Legal Zoom or other online programs. Paul will discuss many of the cases that he deals with on a daily basis and show how proper planning can avoid or minimize family disputes and ensure the decedent’s final wishes are carried out.
Here’s a little more about our speaker:
Paul D. Velasco is the founder of Velasco Law Group, APC. Paul has been practicing law for more than 22 years and focuses his practice exclusively on estate planning, probate and trust administration, as well as probate and trust litigation. He is a Certified Specialist in Estate Planning, Trust and Probate Law and lectures extensively on trust and estate planning matters for wealth management advisors, corporate trustees, real estate professionals and other professional groups. Paul and his firm have represented Farmers & Merchants Trust Company of Long Beach, Wells Fargo Bank, N.A., Union Bank, and other professional trustees as legal counsel on various trust, probate and litigation matters.
This will be a Zoom Presentation! You’ll need to register to receive the Zoom Link.
Please email me at NancyD@century21masters.com or just respond to this email to be put on the list!