The Top Ten Most Gruesome Estate Planning Mistakes

 Presented by Nicole Newman

Wednesday,  May 10th, 2017  2:00-4:30 p.m.

A Tools for  Success Networking Mixer & Seminar Event

2:00-2:30 p.m. Check-In, Networking & Introductions

  • Networking mixer

  • Around-the-room introductions

  • Bring copies of your listing flyers

  • Complimentary refreshments

2:30-4:30 p.m. The Ten Most Gruesome Estate Planning Mistakes

  • Dying Interstate

  • Having an “I love you” will

  • Giving property outright to your children

  • Drafting documents yourself

  • Not having a trust

  • Not funding your trust

  • Not having your documents reviewed

  • Dying in the wrong year

  • Thinking a living trust alone is enough

  • Not understanding the IRS isn’t the problem

  • Q&A with Nicole

Guest Speaker

  • Nicole Newman

Additional Information

  • Free parking and complimentary refreshments.

  • Gift raffle.

  • For more information email [email protected]

We look forward to seeing you here!

Location

525 N. Cabrillo Park Drive, Suite #125 Santa Ana, CA 92701

Inside the Offices of the Apartment Association of Orange County

Guest Registration

On-site guest registration is only $25 cash/check or $27 credit/debit . Please complete the registration form and bring it to the registration table to expedite the process.

RCAOC Registration

FREE registration for Primary, Secondary, Education, Trade Affiliate, Student & Public Service Members. Please let us know you’ll be attending by using our member registration form.

2017-09-25T23:24:16+00:00

Leave A Comment