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X-WR-CALDESC:Events for Brown | Streza
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DTSTART;TZID=UTC:20260513T113000
DTEND;TZID=UTC:20260513T130000
DTSTAMP:20260413T111347
CREATED:20260409T180120Z
LAST-MODIFIED:20260409T180145Z
UID:6893-1778671800-1778677200@www.brownandstreza.com
SUMMARY:Basics and Beyond Living Trusts In-Person Presentation
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE credit \nWe invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth\, minimize tax exposure\, and plan for long-term family well-being. \nWhat We’ll Cover: \n\nCurrent Estate & Gift Tax laws: what’s changing and what it means for your clients\nPlanning for what happens in the event of incapacity\nAvoiding probate\, legal delays\, and unnecessary costs\nCreating smooth transitions and promoting family harmony\nEnsuring prudent management of property\nProtecting from creditors\, predators\, taxes\, and waste\nEngaging the next generation in legacy and wealth stewardship\n\n  \nJoin Us at our office at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm. \n  \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.		\n			did for Name\n			\n		\n		Name *FirstLastEmail *Phone *Organization *Job Title *How did you hear about this event? *Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/basics-and-beyond-living-trusts-2/
LOCATION:Brown & Streza\, LLP\, 40 Pacifica\, 15th Floor\, Irvine\, CA\, 92618\, United States
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