Event Details

May 6, 2020 | 2:00 pm - 2:45 pm

WEBINAR + INTERACTIVE Q&A

While everyone’s first priority right now is staying safe and healthy, now is also a good time to review your estate plan and give thought to any needed updates. A comprehensive, complete estate plan is a gift to yourself and to your family and loved ones. As an owner of a family business, your advance planning also impacts and benefits your employees. Even those who have estate planning documents in place need to consider updates in light of recent changes in the law and the current public health situation. As an example, if you expected your sister to fly in to help make decisions if you became ill, that might not be possible now; you may instead want to consider naming health care agents who are local or who you know would be comfortable speaking with doctors and handling decisions remotely. Join Kay Brooks and Allie Pedrazzi as they talk about what you need to know about estate planning in 2020. They will be available to answer your questions during the webinar. Submit your question in advance by clicking here.

In this webinar we will cover:
  • Immediate steps you can take to benefit your family and enhance your estate plan
  • The key documents you want to have in place to protect yourself and your loved ones
  • New features that could improve your revocable living trust agreement
  • How to coordinate your estate plan with your business succession plan
  • Specific logistical challenges occurring now and how to address them

This special webinar is free and will be recorded for viewing at a later time.

WHEN: Wednesday, May 6  |  2:00 – 2:45 pm

WHERE: Online Webinar through Zoom (Login information will be available after you register.)

P R E S E N T E R S:

Kay Brooks, Weintraub Tobin
Kay Brooks, Weintraub Tobin
Allison Pedrazzi, Weintraub Tobin
Allison Pedrazzi, Weintraub Tobin