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Collaborative Advisor’s Roundtable – McDowall Cotter San Mateo

January 30 @ 12:00 pm - 1:15 pm

Join us on Wednesday 1/30/19 from 12pm to 1:15pm for our twice a year Collaboartive Advisor’s Roundtable. The event will happen at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo.

This is an Invite-Only*** event. If you haven’t received an invitation and would like to attend please contact us to be considered. Once approved you will be receiving a password to register.

https://advisors-roundtable-2019.eventbrite.com


Our estate planning process includes planning for incapacity without probate, and consultations for making well-reasoned decisions whether you are married, have children, are single, or are part of a blended family. Our goal is to provide you with an estate plan that provides for dignity and privacy in the event of incapacity and provides for the efficient and cost effective transfer estate assets in the event of death.

Wealth Preservation Planning begins with an overall analysis of your personal business plans and goals to determine the most advantageous strategy for wealth preservation and business succession. We then organize your assets in ways that anticipate risk and guard against its exposure. This typically involves the transfer of assets from an unprotected form of ownership to protected options such as Limited Liability Companies (LLC’s), Corporations or Irrevocable Trusts. We then provide guidance that ensures compliance with the laws that govern your plans and assets. Learn more http://www.mcdlawyers.net/expertise/wealth-preservation/

Your Organizer:

McDowall Cotter Attorneys San Mateo

McDowall Cotter’s chief objective is to deliver exemplary legal services that are personalized, effective, and efficient. Legal matters can be confusing and intimidating; we make it our business to provide clients with the assistance they need to understand the law and with the services they desire to make it work for them.

McDowall Cotter provides comprehensive legal services in three areas of practice: civil litigation; business; and wealth preservation.

We pride ourselves on our knowledge, experience, commitment and compassion. We strive, for every client and under every circumstance, to conduct ourselves in ways that combine the care and creativity that make us excellent wealth preservation planners with the determination, teamwork and attention to detail that explain our enduring success as business counselors and litigators.

Check our website at: http://www.mcdlawyers.net/

For more information about our services, contact us at:
2070 Pioneer Court
San Mateo, CA 94403
Tel 650-572-7933
Fax 650-572-0834

Mountain View – Satellite Office
800 W El Camino Real, Suite 180,
Mountain View, CA 9040

Venue

McDowall Cotter, APC
2070 Pioneer Court
San Mateo, CA 94403 United States
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Phone:
650-572-7933