New! Estate Planning Webinar

Join Us for One of Our Upcoming Webinars on Timely and Important Estate Planning Topics:

December 1, 2023, from 9:30 a.m. to 10 a.m. 

How to Make Sure Your Living Trust Doesn’t Fail and how to transfer your real estate, bank accounts and other assets to your Trust.

December 8, 2023, from 9:30 a.m. to 10 a.m. 

Advanced Estate Tax Planning: To SLAT or not to SLAT – for those with large estates is a Spousal Lifetime Access Trust right for you?  Why you need to plan now before the Estate Tax Exclusion Amount and Lifetime Gift Exclusion Are Cut in Half ($5 million) on 12/31/2025

December 15, 2023 from 9:30 a.m. to 10 a.m. 

The NEW Corporate Transparency Act – what you need to know about the new Federal Treasury reporting requirements for entities such as Corporations and LLCs.

For this Important Estate Planning Webinar Series (or any one Webinar):

These webinars will be hosted by San Diego Trust and Estate Planning attorney, Kristina R. Hess, who has over 24 years of experience and is a Certified Specialist in Estate Planning, Trust & Probate Law, she is a Berkely Law Grad and her mission is to inspire generosity, empower your generations and equip you to create legacies.