Workshops

It’s Your Estate ~ Spring 2022


The “It’s Your Estate” sessions cover all the legal documents you will need to set up an estate plan using a variety of local Orange County estate planning attorneys as instructors. We provide 12 hours of objective education over an 6 week period, 1 ½ hours per week. Each attorney explains their fees in detail and they do not receive your contact information. Click HERE to find your workshop community.

1. Overview & Estate Law Changes


Overview & Estate Law Changes – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & Mark Powell


 
This session is intended to give you an overview as to the importance of estate planning during life as well as at the time of death. We will discuss documents involved and the importance of understanding how you hold title your assets. We have included an workbook for your personal use that may help you get more from the series if you complete it. This is our first attempt at a workbook and would like your feedback if it enhanced your learning from the workshop series.


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2. Advanced Health Care Directive & Power of Attorneys


Advanced Health Care Directive & Power of Attorneys – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & Steve Bemis



Workshop Documents


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3. Wills & Trusts


Wills & Trusts – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & Leslie Daff



Workshop Documents


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4. Retirement Asset Planning


Retirement Asset Planning – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & Michael Simon



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5. Charitable Opportunities


Charitable Opportunities – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & David Moore


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6. Estate Administration


Estate Administration – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & Trevor Murphy


Workshop Documents


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