Workshops

It’s Your Estate ~ Fall 2024


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 9 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 – Fall 2024

 

Video Presentation By Peter Kote, Eugene Kim and Steve Giammichele



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :


WESTMINSTER :



Articles



2. Advanced Health Care Directive & Power of Attorneys


Advanced Health Care Directive & Power of Attorneys – Video Webinar – Fall 2024

 

Video Presentation By Peter Kote, Fouad Hajji & James Burns



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :


WESTMINSTER :



Articles



3. Wills & Trusts


Wills & Trusts – Video Webinar – Fall 2024

 

Video Presentation By Peter Kote, Eugene Kim & Julie Cho



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :


WESTMINSTER :



Articles



4. Retirement Asset Planning


Retirement Asset Planning – Video Webinar – Fall 2024

 

Video Presentation By Trevor Murphy, Eugene Kim and John Prichard



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :


WESTMINSTER :



Articles



5. Charitable Opportunities


Charitable Opportunities – Video Webinar – Fall 2024

 

Video Presentation By Trevor Murphy, Eugene Kim and Don Vivrette



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :


WESTMINSTER :



Articles



6. Estate Administration


Estate Administration – Video Webinar – Fall 2024

 

Video Presentation By Trevor Murphy, Fouad Hajji & Richard Huntington



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :


WESTMINSTER :



Articles



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