Smart Estate Planning: Protect, Preserve, & Pass It On
Schedule
Thu May 21 2026 at 02:00 pm to 03:00 pm
UTC-07:00Location
Delta Hotels by Marriott – Santa Clara/Silicon Valley | Santa Clara, CA
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Discover how trusts and tax strategies safeguard your family's future in uncertain times.About this Event
Smart Estate Planning, Protect, Preserve & Pass It On
Discover how trusts and tax strategies safeguard your family's future in uncertain times.
Join us for an in person seminar on Thursday, May 21, 2026. In this critical seminar, presented by award-winning attorneys Michael Gilfix and Mark Gilfix , we will cover:
- The crucial pieces of an estate plan.
- Why the wrong trust structure can cost your family.
- How to protect generations from divorce, lawsuits, and estate taxes.
- The threat of Prop 19: Protecting the home and other property.
- Special needs planning: The crucial tools.
- How to avoid the death tax under new laws.
Space is limited, register now to reserve your free spot.
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Where is it happening?
Delta Hotels by Marriott – Santa Clara/Silicon Valley, 2151 Laurelwood Road, Santa Clara, United StatesEvent Location & Nearby Stays:
Tickets
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