October 2020 Main Event
- Why you will need an estate plan and what the elements of a good estate plan are.
- What Medi-Cal planning is.
- What is different about an elder law estate plan.
Board Discussion: Estate Planning Actions & Why in 2020 A panel discussion on Estate Planning will follow the presentation.
- Board members of our local chapter will describe the Estate Planning actions they took in 2020.
- How did they handle the pandemic? What guiding principles did they follow? How did they both protect and take advantage of the panic sell off and surprising recovery?
- This is a discussion so questions are welcome.