Most Common Estate Planning Mistakes that lead to Family Disputes and How to Avoid Them – Zoom Seminar w/Guest Speaker Attorney Paul Velasco on Saturday March 27, 2021 at 10am
It’s that time again – time for our 3rd Breakfast and Learn Seminar in our 2021 Series!
On Saturday March 27, at 10:00 am, we will be hosting Estate Planning, Trust and Probate Attorney Paul Velasco of Velasco Law Group, expert in creating and administering trusts and doing estate planning for people like you and I who want to protect our assets and plan ahead for our future and the future of our heirs.
This is a seminar not to be missed! We have had Paul Velasco in person for our group in the past, and the audience learned a inordinate amount of valuable information about this important topic. Now we have Paul back for an immersive look at what it means to have a trust in place, put our real estate in the trust, avoid some of the pitfalls of inadequate estate planning.
Paul will discuss the basics of estate planning and why it is so important to get it right. His presentation will focus on the most common estate planning mistakes made by individuals and families and the costly problems and disputes that they lead to. In his trust litigation practice, Paul represents successor trustees and beneficiaries involved in disputes or other court proceedings that very often are the result of mistakes, omissions and/or bad planning by attorneys, paralegals or other professionals involved in the estate planning process, or by people who drafted their own documents using Legal Zoom or other online programs. Paul will discuss many of the cases that he deals with on a daily basis and show how proper planning can avoid or minimize family disputes and ensure the decedent’s final wishes are carried out.
Here’s a little more about our speaker:
Paul D. Velasco is the founder of Velasco Law Group, APC. Paul has been practicing law for more than 22 years and focuses his practice exclusively on estate planning, probate and trust administration, as well as probate and trust litigation. He is a Certified Specialist in Estate Planning, Trust and Probate Law and lectures extensively on trust and estate planning matters for wealth management advisors, corporate trustees, real estate professionals and other professional groups. Paul and his firm have represented Farmers & Merchants Trust Company of Long Beach, Wells Fargo Bank, N.A., Union Bank, and other professional trustees as legal counsel on various trust, probate and litigation matters.
This will be a Zoom Presentation! You’ll need to register to receive the Zoom Link.
Please email me at NancyD@century21masters.com or just respond to this email to be put on the list!
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7703 Sagewood Drive is a 2 bedroom, 2.5 bath trilevel townhome with a 2 car garage and 2 additional parking spaces in the driveway. This well-appointed home has just hit the market at $635,000!
Within the first 48 hours of being on the market, we have had 8 showing requests, and we will likely see this property receive multiple offers.
If you are a homeowner, contemplating a move, and looking to see when it would be a good time to talk to a Realtor about your home, let me share with you that this is the time!
In our area of Southern California, our active listings are at all-time lows. In January of 2021, our entire multiple listing service is showing 32,419 active listings, down from 61,750 active listings in January 2020. We are down to about 50% of our normal inventory levels.
If you are curious about how the market it – how the market is depends if you are a buyer or a seller. Buyers are having a hard time competing for properties in this very competitive market, where many listings receive multiple offers. Sellers, on the other hand, with a well priced home, are able to choose among competing buyer offers.
Do you want to be a seller choosing among competing offers? Do you want top notch marketing and me negotiating on your behalf?
CALL ME! I’m ready to meet with you and make your home a HOT HOME.
Nancy – 310-739-8272 (direct cell)