Corporate Resources

Looking to offer your team a peace of mind experience?

Corporate Events

Estate Planning Classes For Pets
Estate Planning for Families with Children

Estate Planning for Families

Hear a presentation from an Estate Planning Attorney on the Basics of Estate Planning. Find out what documents are typically included to ensure that your wishes are carried out for your children’s ultimate protection and guidance.  Learn how you can control distributions and inheritance far into the future.

 

Estate Planning for Seniors

Estate Planning for Seniors

Everyone ages. The rate of decline is unique to every individual but should be addressed in your Estate Plan.  Hear a presentation from an Estate Planning Attorney on Estate Planning. Find out what documents are included in the general plan and determine how to use these documents to avoid conservatorship.  Discover the tools to allow someone to step in and provide legal assistance should there be a need.

 

Estate Planning for Pet Owners

Estate Planning for Pet Owners

A presentation from our Estate Planning Attorney highlighting what documents you need to provide a legal venue for protecting your fur babies.  Find out which organizations offer resources. Find out about using Pet Trust planning to complement the rest of your planning so that all family members are taken care of.

 

Estate Planning for Women

Estate Planning for Women

A presentation for women from our Estate Planning Attorney. Find out how planning for Women can pose unique challenges.  Learn about documents and procedures you can implement to ensure that your unique needs are addressed in your plan.

 

Basics of Estate Planning

Basics of Estate Planning

Basics of Estate Planning: Wills and Trusts

Find out what documents are included and how to use Revocable Living Trusts to avoid Estate Taxes and Probate. Find out how to use Advance Health Care Directives and Durable Power of Attorney to avoid Conservatorships. Learn about how to protect your family and your estate effectively. Learn how to effectively use trusts to keep the court out of your family.

 

Estate Planning for Business Owners

Estate Planning for Business Owners

A presentation geared to business owners. Find out what documents are included to assist a Business Owner in properly protecting and transferring their businesses to others. 

 

Join online from anywhere in the world!

Zoom webinars are ideal solutions for virtual classes and lectures. Our virtual webinar is informative, educational and gives you an inside look at what it’s like to work with Daniela Lungu.

Estate Planning Classes
Estate Planning Classes

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Address

4695 Chabot Drive, Ste 200

Pleasanton, CA 94588

Phone

(925) 558-2710

Fax

(925) 558-2701