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Getting Your Estate In Order

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.

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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.

Agenda
Wednesday, March 11, 6:30-9:00 p.m.
6:30 p.m., Registration — No Host Cocktails 
7-9 p.m., Facilitated Discussion & Dinner

Location
The Biltmore, Santa Clara; 2151 Laurelwood Road, Santa Clara, CA 95054

Cost
ASCCA Chapter Members, first attendee: No Fee; Additional Guests or Shop Employees $40; Nonmembers of ASCCA Chapter 42 $40

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