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Upcoming Presentations

April 11th
10:30 am

National Webinar
Pet Planning: Why you should consider adding it to your estate planning practice and what kind of planning you can do for your furry friends!
InfoTrack

April 23rd
12:00 pm

Collaborative Excellence: Enhancing Communication and Collaboration between Licensed Private Fiduciaries and Attorneys
Professional Fiduciary Association of California

April 24th
11:30 am

Planned Giving Workshop “Plan for Your Pets & Update Your Will”
Placer SPCA
Open to the public

April 25th
1:30 pm

Leveraging Technology to Improve the Client and Office Experience
Legal UP
Open to the public:https://infotrack.registration.goldcast.io/events/55e8e3f6-3c1b-44b0-8b8b-7b3386914aff

April 25th
1:30 pm

Estate Planning 101
Sierra College Foundation
Private event

May 15th
9:00 am to 4:00 pm

All day intensive for Licensed Private Fiduciaries on how to start and grow their business
PFAC
https://pfacmeeting.org/

June 5th

Estate Planning 102: What Comes Next?
Link to flyer here: EP 102 June 5th with location.pdf
Open to the public.
Please share the registration information.

September 20th

Estate Planning 102
Sierra College Foundation
Private event

November 1st

End-of-Year Planning
Sierra College Foundation
Private event

November 13th

A Team Approach to Planned Giving
Placer SPCA
Open to the public, link provided later

PAST EVENTS

December 7, 2023

Estate Planning for Business Owners
Private Corporate Presentation

November 15, 2023

Estate Planning in California
Private Homeowners Association Event

September 27, 2023

Estate Planning 102
City of Roseville FAB program

September 26, 2023

A Team Approach to Planned Giving (Panel)
Placer SPCA

September 22, 2023

Estate Planning 102
Sierra College Foundation

October 19, 2023

Business Succession for Licensed Private Fiduciaries
Professional Fiduciary Association of California (Sacramento Chapter)

June 15, 2023

Why your office processes are the keys to reducing your stress
Califonia Lawyers Association (Solo and small firm summit)

May 2, 2023

Selling Real estate in a fiduciary-led transaction
Professional Fiduciary Association of California (Statewide Conference)

April 12, 2023

Charitable Planning Options in California
Private Seminar for SciARC (non-profit)

March 21, 2023

Goals and Outcome Planning
Placer County Bar Association – Women’s Section

March 20, 2023

Estate Planning 101
City of Roseville FAB program

February 23, 2023

Estate Planning 101
Private Homeowners Association Event

October 18, 2022

Estate Planning Challenges for the Sandwich Generation
Sacramento County Bar Association

September 9, 2022

Legal Updates in Conservatorships
Placer County Bar Association

May 5, 2022

Why your office processes are the keys to reducing your stresss
Professional Fiduciary Association of California (Statewide Conference)

April 22, 2022

Aging well summit, presentation on Estate Planning in California

March 20, 2022

Estate Planning Challenges for the Sandwich Generation
Placer County Bar Association

February 8, 2022

Career as a law firm owner
UC Davis School of Law, King Hall

January 25, 2022

PFAC

November 16, 2021

Estate Planning and Charitable Giving
Private Seminar for SciARC (non-profit)

April 8, 2021

Business succession planning 101
Roseville Chamber of Commerce

March 24, 2021

Estate and Charitable giving options
AAUW (local non-profit chapter)

January 25, 2021

Proposition 19: the (near) end of the parent-child exclusion, and more
Lyon Realty

November 10, 2020

Planning for Your Pets
Placer SPCA

October 22, 2020

Estate planning 101
Placer Land Trust and Placer Community Foundation

July 23, 2019

Selling real estate in a probate, trust administration, and conservatorships
Professional Fiduciary Association of California (Placer Chapter)

February 18, 2019

Trust Administration and Probate Process
The American Institute of Certified Public Accountants

2019

Pet-Centered Planning and Administration
Sacramento County Bar Association

October 30, 2018

Probate Bootcamp
National Business Institute

September 26, 2018

Professional Fiduciary Ethics
Professional Fiduciary Association of California (Placer Chapter)

August 27, 2018

Planning for and Administering Digital Assets
Placer County Bar Association, Probate and Estate Planning Section

August 7, 2018

Planned Giving Workshop
Placer SPCA

August 2, 2018

Trust Adminstration and Drafting
National Business Institute

September 26, 2017

Compensation of Private Fiduciaries and Attorney
Professional Fiduciary Association of California (Placer Chapter)

November 15, 2016

Planning for your pets
Placer SPCA

October 25, 2016

How to transfer a conservatorship from another state to California or out of California
Professional Fiduciary Association of California (Placer Chapter)

April 22, 2016

Estate Planning for your Horse
Free Community Event

July 21, 2015

Lifetime Planning for your Pets
Placer SPCA

We Look Forward
to Meeting with You

CONTACT916-625-6556
Contact Us 916-625-6556