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Estate Planning

June 29 @ 10:00 am - 12:00 pm

St. Joseph of Cupertino Parish and Catholic Cemeteries present:

Estate Planning is a comprehensive process involving many components. The workshop will cover Living Trusts; charitable and legacy planning; a lifetime gifting program; medical care planning (Advance Health Care Directive); planning for incapacity (durable financial power of attorney); and burial and funeral planning. Come with your questions.

Presenter: David J. Brazgel, Estate Attorney
The Mlnarik Law Group, Inc., Santa Clara
David received his law degree from Santa Clara University in 2013.
He is driven by the desire to help people achieve their personal, professional and financial goals.

RSVPs are appreciated but not necessary: (650) 428-3730 | cemeteryinfo@dsj.org

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Details

Date:
June 29
Time:
10:00 am - 12:00 pm
Event Categories:
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Website:
https://www.catholiccemeteriesdsj.org/

Venue

Saint Joseph of Cupertino Parish, Cupertino
10110 N. De Anza Blvd
Cupertino, CA 95014 United States
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