Upcoming Lunch & Learn Event: What to do When a Loved One is Alive But Not Well
What to do When a Loved One is Alive But Not Well Prepare for the Unthinkable Your estate plan should give you peace of mind. The truth is that most estate plans fail. Documents may be outdated or poorly drafted, assets may be improperly titled, or the trustee or...
Q & A: Planning for Family Members with Special Needs
Please join us on Friday, April 6, 2018 from 8:00 am to 9:00 am for a Question and Answer Session on how to Plan for Family Members with Special Needs. Q & A: Planning for Family Members with Special Needs Date: Friday, April 6, 2018 Time: 8:00 am to 9:00 am...
Upcoming Event: Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Tax (1.25 MCLE credits)
Please join us on Wednesday, April 4, 2018 for a Continuing Legal Education workshop to learn about Advanced Topics in California Property Tax and how to get real property to the kids with lower California property taxes using legal entities such as LLCs and...
Life Insurance as a Tool for Advanced Estate Planning – 6 CE Credits
Life Insurance as a Tool for Advanced Estate Planning - 6 CE Credits Date: March 21, 2018 Time: 8:15 am Registration Time: 8:30 am to 3:00 pm Presentation Continental Breakfast and Lunch will be provided. Join us on Wednesday, March 21, 2018 from 8:30 am to 3:00 pm...
Upcoming Event: How to Use Life Insurance to Meet Estate Planning Needs & Goals – 6 CE Credits
How to Use Life Insurance to Meet Estate Planning Needs & Goals - 6 CE Credits Date: March 14, 2018 Time: 8:15 am Registration Time: 8:30 am to 3:00 pm Presentation Continental Breakfast and Lunch will be provided. Join us on Wednesday, March 14, 2018 from 8:30 am...
Upcoming Lunch & Lean Event: Getting Property to the Kids with Lower Property Taxes – Tricks & Traps of Prop 13 (1.25 MCLE Credits)
How much do you know about Proposition 13? It may have been passed in 1978 but there are still tricks and traps to learn about this now famous proposition. Please join us on Wednesday, March 7, 2018 for a Continuing Legal Education workshop on Proposition 13 and learn...
To Be Rescheduled: Update Regarding New 2018 Employment Laws
2018 brings with it new laws and a bevy of cases that will affect the way employers will operate their business. Please come and hear about these changes. Please feel free to pass this invitation along to anyone who may benefit from this workshop. Date: Wednesday,...
Upcoming Event: 2018 Tax Update
Stay current on the 2018 Tax changes. Join us on Wednesday, February 14, 2018 for our annual Tax Update. Please feel free to pass this invitation along to anyone who may benefit from this workshop. Date: Wednesday, February 14, 2018 Time: 11:30 am Seminar Registration...
Upcoming Event: Creating a Social Media Policy for Your Law Firm and Clients – 1 MCLE Credit. Presenter – David Mitroff, Ph.D.
Join us on Monday, February 5, 2018 from 12:00PM to 1:00PM for a special Law Firm Continuing Legal Education workshop on "Creating a Social Media Policy for Your Law Firm and Clients". The workshop will be presented by David Mitroff, Ph.D. of Piedmont Avenue...
Q & A: Employee Handbooks
Please join us for a Q & A session on "Employee Handbooks" Date: Friday, February 2, 2018 Time: 8:00 am - 9:00 am Location: 2070 Pioneer Court, San Mateo, CA 94403
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