2015 San Jose Copenbarger Seminar 

The 2015 Seminar Season Emphasis

Last year’s seminar topics included an overview about preparing successors for their roles and responsibilities, this year we will be expanding on that topic by explaining how the trust administration process works, how much it may cost, and how long it takes. We are also excited to announce a new funding department of the Copenbarger & Copenbarger LLP, which will help insure that the diligence you put into creating your trust doesn’t go to waste.

Please feel free to sign-up your successors and beneficiaries to attend with you!

 This seminar season will be especially informative for the person you've designated as the executor of your trust!

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