by frt_admin | Jun 9, 2021 | Uncategorized
Speakers: Crystal Lopez, Vice President and Senior Estate Advisory Specialist – Wells Fargo Private Bank As part of Estate Services, Ms. Lopez works with high net worth clients, internal Wealth Management partners, and local professionals in the tax and...
by frt_admin | May 12, 2021 | Uncategorized
Speaker: Mark Lester, Attorney, Jones, Lester, Schuck, Becker & Dehesa, LLP Attorney Mark A. Lester is an estate planning attorney with extensive experience in a succession planning, probate, trust administration, and trust and estate litigation. He also has...
by frt_admin | Apr 14, 2021 | Uncategorized
The world is still in shock over Kobe Bryant’s untimely and tragic death. We’ll take a look at his ongoing estate and the issues in it, including: – Was there a will? – How do the will and any trusts interact? – Who may get what, and how? – What makes a valid creditor...
by frt_admin | Mar 10, 2021 | Uncategorized
This presentation will feature a panel of professionals who each handle a facet of estate settlement for tangible personal property. From recovering important documents and hopefully avoiding probate, to deciding what to do with the household contents, the...
by frt_admin | Feb 10, 2021 | Uncategorized
What to Do; When; And How Speaker: Lorenzo Stoller, Esq., The Probate House L.C. Lorenzo C. Stoller is an attorney with The Probate House L.C., law firm, which has law offices in Torrance and Anaheim Hills, California. A top-rated attorney with more than seven years...
by frt_admin | Jan 13, 2021 | Uncategorized
High level explanation of the risks associated with running a business and the way various insurance policies will respond to them. Speaker: Dana Dattola, CRM, CIC, Weaver & Associates As a third-generation independent insurance broker, Dana is passionate about...
