San Diego Estate Planning Workshops

The Truth
About Estate Planning
Seminar

Space is very limited!  

Save Your Seat Now by calling (858) 461-6844 or sign up below:

Join me, Kristina R. Hess, Esq., at our upcoming event on the Truth About Estate Planning

2025 New Year:
Is Your Legal House in Order?

Everyone needs an Estate Plan, it’s vital for any individual, couple, or family that owns a home and has assets. The truth is no one is promised tomorrow!

I know you’ve worked hard to build wealth — now it’s time to make sure you have a Rock-Solid Estate & Legacy Plan that ensures you and your loved ones are taken care of and you don’t lose wealth to probate court, fees, taxes and predators!

What you will learn:

  • How to avoid the Top 7 critical estate planning mistakes
  • Discover a secret way out of capital gains tax for highly appreciated assets
  • Learn the difference between Wills and Trusts (hint: a Will is not enough in CA)
  • The 5 legal documents everyone needs
  • Why Living Trusts Fail and How To Avoid It
  • The Single Most Effective Way to give firewall protection to your child’s inheritance and incentivize them (most trusts do not do this)
  • How to create multi-generational trusts that protect your loved ones from divorce, lawsuits and future estate taxation – disinherit the IRS

Recent Webinar Series:

“Are You Prepared for Death and Taxes?”

June 6, 2024Watch the Replay

What to Do When Your Spouse or Loved One Dies

June 20, 2024 — Watch the Replay

Preparing for the Sunset of the Estate Tax Exemption on December 31st, 2025


Recent Webinar Series:

“How to Make Sure Your Living Trust Doesn’t Fail”

December 1, 2023 — Watch the Replay

How to Make Sure Your Living Trust Doesn’t Fail

December 8, 2023 — Watch the Replay

Advanced Estate Tax Planning: To SLAT or not to SLAT For those with large estates

December 15, 2023 — Watch the Replay

The NEW Corporate Transparency Act


Book Kristina Hess to Speak to Your Group or at Your Next Event and Be Inspired, Motivated, and Equipped …

“I was born for this… to inspire, motivate, and equip you to be all you were created to be; to do all you were created to do; and to create all you were destined to create… including wealth, abundance, successful families, inventions, businesses, and solutions to difficult problems.  And to live with LOVE, in PEACE, and with abundant JOY!  And to empower your generations, and to build enduring and powerful legacies!  Yes!” Kristina R. Hess, Owner of KR Hess Law, Attorney, Mediator, Legacy Building Coach, and Inspirational Speaker

Kristina is a Berkeley trained lawyer, with over 24 years of experience in the legal field and she is also a certified mediator and conflict resolver.  She is the owner and managing attorney at KR Hess Law, PC, a San Diego, CA based estate planning and legacy building practice. She is passionate about empowering families to build powerful and enduring legacies.  Kristina believes in a holistic approach to estate planning, law, mediation, health and wellness, and legacy building.

Kristina can custom tailor a keynote address or workshop presentation specifically for your group or event, or you can choose from the topics about which she frequently speaks:

“10 Biggest Estate Planning Mistakes” – make sure you have a rock-solid legal plan that protects your family and your assets. Kristina discusses the most frequent estate planning mistakes to avoid, the recent tax law changes, how to leave your children a protected inheritance, how to make sure your Trust doesn’t fail, the 5 legal documents everyone needs and much more!

“7 Easy Steps You Must Take to Protect Your Children” –Child Guardianship Planning and Wills and Trusts to make sure your precious children are always provided for no matter what! Kristina discusses what every parent needs to know to make sure their precious children are protected and provided for and raised by who they want in the event of a tragedy.  What legal documents you need to have in place and how to make sure your assets are readily available for the children while avoiding the public probate court process.

“You Want to Leave a Legacy? How Will They Remember You?”  — Kristina discusses legacy building, in an inspiring and educational manner, to expand your mind about your own legacy and being intentional about building legacy with your life.

“Are Your Children Ready to Inherit Your Wealth?” – How can you empower your generations to succeed and not squander… Statistics show that 70% of wealth transfers result in involuntary loss in the first generations. That means that 70% of families FAIL at successfully transitioning wealth. By the Third Generation 90% fail.  What is going wrong and what can you do about this to change the course of history in your family and create SUCCESS?

“Mediation Marketing Success System” – Kristina has created a Mediation Business and Marketing Success System to equip mediators to build a sustaining practice. Kristina interviewed the top mediators in the country to learn their secret strategies and mindsets to building a successful practice and gathered their collective wisdom in audio interviews and in her 60 page Action Plan.  Kristina presents on mediation marketing for professionals.

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  1. Pingback: Guide to 2018 Estate Tax Law Changes | KR Hess Law

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