- This event has passed.
Estate Planning Workshop
April 28, 2018 @ 10:00 am - 12:00 pm
Estate Planning is a comprehensive process involving many components. The workshop will cover the basic elements of Estate Planning: the Revocable Living Trust; 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: Paul A. Pelosi, Attorney At Law, Pelosi Law Office, San Jose, has been in practice since 1973 in Santa Clara County. He is well-versed in Estate Planning, Trust Administration matters and Probate. Paul has facilitated Estate Planning Workshops for Catholic Cemeteries for over 10 years.
RSVPs are appreciated but not necessary: 650-428-3730 | firstname.lastname@example.org