Estate Planning Seminars
Coming Up
and Anne Marshall, Esq.
Free Webinar: Estate Planning Basics & Beyond - Avoiding Litigation and Family Conflict
Thursday, October 17, 2024, 12-1 pm Pacific Time
Via Zoom — Registrants will be sent the link to attend
Register Here
Speakers:
Zakiya Norton, Esq., Norton Basu LLP
Alan Statman and Anne Marshall, Trust Matters, Independent Fiduciary Services
Estate litigation is more common than you expect – you can avoid it and reduce the risk of family conflict if you choose the right successor trustee. Sometimes the person you love is not the right person for the job. Our speakers will identify the eye-opening questions you need to consider and the "red flags" that prompt attorneys to recommend independent fiduciaries to their clients. Zakiya Norton, Esq., Founding Principal Attorney of Norton Basu LLP, will review the basic documents you need and discuss the issues surrounding trustee selection. Then Alan Statman and Anne Marshall, attorneys with the independent fiduciary firm Trust Matters, will share tips on avoiding family conflict and stories from their years of experience helping clients set up, manage, and administer many kinds of trusts.
Zakiya Norton, Esq., Norton Basu LLP
Zakiya J. Norton is Founding Principal and Managing Partner of the Los Gatos, Santa Clara, and Los Angeles offices of the estate
planning law firm Norton Basu LLP. She currently calls the Los Gatos office home and focuses her practice in the areas of estate
planning, probate, conservatorships, trust administration, and trust litigation. Zakiya feels strongly about giving back to her
community and provides pro-bono hours for Bay Area Legal Aid, Queen's Bench Bar Association and as a scoring attorney for the Santa
Clara County Mock Trial Competition for local high-school students. She also serves as Vice Chair of the Board of Directors for
the non-profit Cancer CAREpoint.
Alan Statman and Anne Marshall, Trust Matters, Independent Fiduciary Services
Alan Statman, Founder and Principal of Trust Matters, received his law degree from UC Berkeley. Over the next 25
years he worked in a professional, fiduciary capacity as chief financial officer and vice president of administration for several
businesses in the service sector. Alan acts as trustee or successor trustee for personal trusts including living trusts, special
needs trusts, and testamentary trusts. His success in overcoming the challenges of administering trusts for his own family inspired
him to found Trust Matters in 2006.
Anne Marshall, Senior Staff Fiduciary, serves as trustee for revocable and irrevocable trusts and as attorney-in-fact
for clients who need assistance with managing their finances. She also oversees staff to ensure trust administration goes smoothly,
providing families with confidence and peace of mind. Anne earned her J.D. from the University of San Francisco School of Law. Before
joining Trust Matters, she worked in the Hayward City Attorney's Office, where she administered the city's rent control program, and on
children's environmental health issues for the State of California.
Watch and Learn from Past Webinars
Looking Ahead - Create Your Legacy
A legacy is what you leave behind – and that involves thinking ahead now. This webinar covers financial planning for the future and the legal documents you need to protect your plan. Ernest Holguin, CFP, Managing Director, Presidio Group Wealth Management, shares basic retirement and accumulation concepts and tax strategies related to charitable giving. Albert Wu, Esq., Sr. Associate Attorney at Summerall Law, shares insights for preparing your will and other essential documents to protect your legacy, ensure your wishes are carried out efficiently, and avoid probate court.
Presenters: Ernest Holguin, CFP®, Managing Director, Presidio Group Wealth Management; and Albert Wu, Esq., Estate Planning Sr. Associate Attorney, Summerall Law
Recording coming soon!
Issues & Options in Estate & Retirement Planning
Learn about current laws, long-term care and aging issues, and tips for meeting your estate and tax planning goals in this one-hour webinar. Samuel Merritt University alumna Julie M. Fiedler, '82, an estate planning attorney and registered nurse, discusses essential estate planning documents and the strategies you can utilize as you plan for your financial future, retirement, and giving to loved ones and charities through your estate. Cynthia Wilkinson, CPA, reveals the tax implications of current laws and shares useful strategies related to retirement planning and appreciated assets.
Presenters: Julie M. Fiedler, RN, JD, LLM Elder Law; and Cynthia A. Wilkinson, CPA, MS Taxation
Watch the webinar
Immersion Learning at the Sim Center & SMU Estate Planning Seminar
A well-constructed estate plan will help you avoid probate and leave a legacy that fully reflects your values. Learn about protecting your assets, tax-saving strategies, how a will and trust work together, and steps you can take to be prepared as you age. This seminar took place at the Claremont Country Club in Oakland.
Presenters: SMU alumna Julie M. Fiedler, '82, RN, Attorney,
Hoizon Elder Law and Estate Planning;
and David Little, JD, Senior Wealth Strategist, Wells Fargo Bank.
Watch
the webinar
Estate Planning Myths & Opportunities
Your estate plan is an important way to take care of both your family and your assets for the future—but what's fact and what's fiction around estate planning? Attorney Madison Gunn offers tips to help you move forward with your planning, take advantage of opportunities, and avoid common mistakes. Topics will include who needs an estate plan, when to create one, and strategies to avoid probate.
Presenter: Madison Gunn, J.D., Attorney, Absolute Trust Counsel PC
Watch
the webinar
To learn more, contact Penny Peak, 510.879.3349, [email protected]
