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2025 Santa Ana Seminar

When

Saturday, May 17, 2025

9:00 AM to 12:00 PM PT



Where

Courtyard by Marriot

8 Mac Arthur Place

Santa Ana, CA 92707


Contact

Trish Santos 

Copenbarger & Copenbarger LLP 

800-244-8814 

trish@copenbarger.com

We are excited to see you again live for a very important seminar with updates to several law changes. A light breakfast will be provided! 

 

All trustees, beneficiaries, and other guests are encouraged to attend.


Topics will include:

  • Why Not Legal Zoom? You Can’t Sue Yourself: How to ensure your estate plan is established correctly and that it provides the best protections for you and your family.
  • Preserve Your Digital Legacy: How to pass your cryptocurrency, digital accounts, social media, and cherished photos.
  • Emails Aren’t Amendments! How to ensure your estate plan life and law updates are legal and enforceable; don’t let your changes cause a lawsuit.
  • Keep Your Property in Your Legacy: How you can pass your property to your loved ones without reassessment under Proposition 19 rules. 
  • Don’t Lose Your Estate To Long Term Care! How major Medi-Cal changes and protections can ensure you receive the care you need without losing everything you’ve built.
  • Your Business is Personal, Your Planning Should Be Too! Discover essential insights on minimizing tax liability, LLC formation, business planning & compliance with new laws.
  • Secure Your Future: Discover how to seamlessly transfer your assets after death.
  • Keep The Peace: Learn how to prevent family disputes and navigate trustee & beneficiary rights and responsibilities.


Be sure to reserve seats for you and your guests by clicking the button below or calling our registration line at 800-244-8814.


Schedule An Appointment

By attending one of our free events, you qualify to meet with one of our attorneys to discuss your estate planning needs. Appointment scheduling will be available during the intermission and after the seminar. Bring your calendar!

Invite your Family

We highly encourage you to bring your children's guardians, your personal representatives, and even your beneficiaries so they can meet our attorneys and get their questions answered. You may also bring friends or neighbors you think would benefit from attending one of our events.

Reserve their seat today!

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