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What to do When a Loved One is Alive but Not Well or Dies – Foster City Recreation Center Foster City 4/27/19 2pm

April 27 @ 2:00 pm - 4:00 pm

Please join us Saturday, April 27th for a presentation on “What to do When a Loved One is Alive but not Well or Dies” with Kateryna Davydova and Brett Lytle. This presentation will be held at the Foster City Recreation Center located at 650 Shell Boulevard in Foster City, CA, 94404 in the Mist Room from 2pm-4pm.

Kateryna Davydova is a realtor with Intero Real Estate Services in San Mateo and Brett Lytle is an attorney with McDowall Cotter located in San Mateo.

During this presentation, we will discuss important elements such as:

– the difference between wills and trusts
– how to plan for a loved one in the event of incapacity
– the importance of an Advance Health Care Directive
– what happens after a loved one passes
– the importance of having an estate plan
– elements such as the responsibilities and roles of a successor trustee
– the role of beneficiaries

Dealing with the aftermath of a loved one passing can be incredibly difficult and sorting through the entities and assets left behind can be even more difficult. This presentation will help you prepare for the unfortunate circumstances that can arise in the event a successor trustee is not appointed, an estate plan is not created or not created well, the roles and responsibilities of the trustee(s) and beneficiaries and more.

To RSVP for our event, please click here.

Brett S. Lytle joined the firm in July 2007. Previously he was a partner of the mid-Peninsula law firm Howard, Lytle, Mah and Jackson for 20 years.

Brett’s practice emphasizes counseling clients, families and businesses in legal and tax matters, estate planning, wealth preservation, wealth transfer and asset protection relating to his clients’ goals for the management and transfer of their wealth and care for their loved ones to the next generation and beyond. Brett also strives to protect and preserve your assets and your independence while you are living.

Can’t make the event? Feel free to go to http://www.mcdlawyers.net/expertise/wealth-preservation/ to learn more about how we might be able to help you or your loved ones at (650)572-7933.

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 five areas of practice: trust administration and probate, civil and trust litigation, wealth preservation, estate planning and small business planning.

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

 

Details

Date:
April 27
Time:
2:00 pm - 4:00 pm
Event Category:
Event Tags:
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Venue

Foster City Recreation Center
650 Shell Blvd.
Foster City, CA 94404 United States
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