estate plan Getting Beyond The Documents WATCH WEBCAST ON-DEMAND WEBCAST Estate Planning
During a Pandemic

These uncertain times bring a renewed focus on the need to ensure your estate plan is up to date. While it's human nature to avoid unpleasant subjects, it’s important to consider what would happen if you become unable to make decisions.

Join us for a webcast on getting your estate plan in order. Estate Planning Attorney, Adam Slonim, will be leading the discussion.

"52% of people age 55-plus don't have a will or the other key estate planning documents that you might need during the pandemic", 2020 Estate Planning & Wills Study

Slide Webcast Topics estate planning pandemic Understanding the importance of advance directives estate planning documents What documents should be included in your estate plan trust funding Steps for funding your living trust What to leave for your successor trustee Watch Webcast

“The topic of estate planning can be a difficult one, but not as difficult as the situation your loved ones may be left in if you don’t have an estate plan in place.

At the end of the day, it’s about peace of mind, not only for you, but more importantly, it’s about protecting your loved ones who will have one less thing to worry about during a difficult time.”

Patrick Hicks, Trust & Will


Adam Slonim launched his law office in 2000 with the goal of providing a superior class of service, strategic planning, and results to meet clients’ estate planning needs. The results have been fruitful as the firm has successfully represented a wide range of clients from young families to retired couples, medical professionals, entrepreneurs and executives while meeting their families, business, tax and charitable needs with both simple and complex estate plans.

Slonim is a graduate of Brown University. He received his Law Degree and Masters in Taxation (summa cum laude) from the University of San Diego. While at USD, he also received awards for Outstanding Service in the Tax Clinic and the Luce Forward Hamilton & Scripps Award for Highest GPA in the Master of Laws in Taxation Program. Slonim has been a member of the California State Bar since 1993, has published several articles on Estate Planning, and was the featured expert on a Channel 8 News story on Estate Planning Tips for Parents.



Fill out the form to view the recording of the webcast.

You may also be interested in:

canter wealth


This presentation expresses the views of the author as of the date indicated, and such views are subject to change without notice. The information contained within is believed to be from reliable sources. However, its accurateness, completeness, and the opinions based thereon by the author are not guaranteed – no responsibility is assumed for omissions or errors. The views expressed herein reflect the author's judgment now and are subject to change without notice and may or may not be updated. Nothing in this document should be construed as investment, tax, financial, accounting, or legal advice. Each prospective investor must make their own evaluation and investigation of any investments considered or of any investment strategies described herein (including the risks and merits thereof), should seek professional advice for their particular circumstances, and should inform themselves as to the tax or other consequences of any investments or services considered or described herein. The strategies and investments discussed during the above Course may not be suitable for all investors. Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Canter Wealth does not render legal, accounting or tax advice; please consult your tax or legal advisors before taking any action that may have tax consequences.

Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser. T | 858.812.7550 E | [email protected]

Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Real Estate Group, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity.