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Fall Workshops
October 6, 2022 @ 4:00 pm - 6:00 pm
Fall Workshops
Presented by Loren A. Emmanuel, Executive Director
Learn to navigate a family trust administration from a licensed, experienced fiduciary.
A Sample of Topics Covered: Typical trust closing timelines, tips on finding assets, avoiding costly estate litigation, and having crucial conversations.
First Introductory Workshop
Walnut Creek Library, Las Trampas Conference Room (Second Floor)
October 6th, 2022, from 4pm-6pm
Registration Now Open
Limited seating, register early!
$25 PayPal Donation or check mailed for first session. To register via PayPal, click here.
(Any amount donated over $25 is tax deductible)
$60 at the door for first session (via cash or check).
$200 PayPal Donation or via check for all 4 sessions.
(Any amount over $200 is tax deductible)
To register via PayPal, click here.
Workbook
Pre-Order here!
“How to Close an Estate Without Being the Turkey at Thanksgiving Dinner”