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McDowall Cotter is now available on several social media platforms! To get all of our exciting announcements, virtual event reminders, new articles and so much more, follow us on any of the platforms listed below. McDowall Cotter Instagram McDowall Cotter LinkedIn...

WEBINAR – Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes – McDowall Cotter 4/8/2020 12:00pm

On Wednesday April 8, McDowall Cotter will be hosting a webinar on “Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes”. Feel free to join us for this seminar discussing property assessment, how the...

How to Use Life Insurance to Meet Estate Planning Needs & Goals (6 CE Credits) – 3/18/2020 8:30am

Join us on Wednesday, March 18th from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This event provides 6 CE credits for Collaborative Advisors, including CFP’s, CPA’s, EA’s, and Life for in-person...

WEBINAR ONLY – Getting Property to the Kids with Lower CA Property Taxes – Tricks and Traps of Proposition 13 – McDowall Cotter 3/4/2020 12:00pm

Join us on Wednesday March 4th  from 12pm to 1:15pm for our Getting Property to the Kids with Lower Property Taxes, Tricks and Traps of Prop 13 webinar. Feel free to join us for this interactional, entertaining and engaging event! We will be discussing various aspects...

What to do When a Loved One is Alive But Not Well – McDowall Cotter San Mateo 2/19/2020 12:00pm

On Wednesday, February 12th from 12:00pm to 1:15pm, join us for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. During this seminar, our attorneys will discuss planning for incapacity, successor trustees and more....