It is our ongoing  goal to keep you aware of any estate planning  or tax law changes. We do this via emails, newsletters, social media, and by inviting you to our educational events.   To ensure  you receive  these  important  communications, call us and update your contact information! 800-244-8814 

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When

Saturday October 25, 2014 from 9:00 AM to 12:00 PM PDT
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Where

Cal Baptist University 
8432 Magnolia Ave
Riverside, CA 92504
 

 
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Parking fees may apply at this venue.

Contact

Lauren Leong 
Copenbarger & Copenbarger, LLP 
800-244-8814 
lauren@copenbarger.com 
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2014 Copenbarger Riverside Seminar 

The 2014 seminars are designed to help you and your appointed successors in preparation of your trust coming to maturity. We will be presenting the facts for your Beneficiaries and Trustees including explanations of the Trust Administration and probate processes, inventory of assets, tax accountings, and what an improper administration looks like.

In years past, our client seminar topics have been designed specifically to educate you as a Settlor and Trustee; and to notify you of the changes in the laws that can affect your estate plan.  This year we will be still be discussing potential law changes, but our focus will change significantly: our goal is to present a seminar that will be informative and helpful for your Trustees and Beneficiaries.

We highly encourage you to invite everyone who will be affected by, or involved in, the execution of your estate plans!