You built a thriving business, but how do you protect it? Who will take over your business when you retire? Who will keep it going if you become disabled or pass away? Who takes care of you if something happens? A proper estate plan reduces the stress of your loved ones and protects your assets from time-consuming and costly probate court proceedings.
Learn from expert Jeannette R. Marsala, Life Planning Attorney, and founder of Marsala Law Firm, the essentials of how getting your estate in order. A life planning attorney evaluates your current financial and legal status, analyzes potential problems that may arise in the future, and creates a customized “life plan” that addresses those future problems. Without a plan, you don’t name a successor, thus risking that your family could lose control of your business. With a plan, you choose who will own and control your business after you are gone.
About the Presenter
Jeannette R. Marsala is the founder of Marsala Law Firm, a boutique law firm specializing in trust sand estates. She earned a BA in Business Management Economics from UC Santa Cruz and her law degree from Golden Gate University. She also earned a Masters in Law in Estate Planning, Trust and Probate from Golden Gate University.
Wednesday, March 6:30-9:00 p.m.
6:30 p.m., Registration — No Host Cocktails
7-9 p.m., Facilitated Discussion & Dinner
The Biltmore, Santa Clara
2151 Laurelwood Road, Santa Clara, CA 95054
ASCCA Chapter Members, first attendee: No Fee; Additional Guests or Shop Employees $40
Nonmembers of ASCCA Chapter 42 $45