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.


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"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"

Caring.com, 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


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MEET THE GUEST SPEAKER

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.


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