October 2020 Main Event

The Importance of Estate Planning in Times of Uncertainty James Ward will discuss why you need an estate plan. He will go in depth on what the elements of a good estate plan are, as well as what Medi-Cal planning is and how it applies to you during this unprecedented time. He will also explain what sets an elder law estate plan apart.
  • 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.
Debra Stikes: download slidesFred Smith: download slidesLynn Gillette
James A Ward J.D., I.L.M. Estate Planning, The Law Office of James A. Ward James Ward counsels a wide range of clients across the estate-planning spectrum and does specialized work with elders for Medi-Cal planning and asset protection for their families. In addition to his law degree, Ward holds a postgraduate law degree as a specialization degree in estate planning from the nationally recognized program at the University of Miami.