Community Insights – Elder Law & Estate Planning

Presented by attorney Scott Stewart, Community Insights are family round tables offered to the community free of charge to help families in the areas of estate, financial, business, real estate as well as long- term care planning with the focus on Elder Law. Lunch will be provided, registration is required. All three seminars will be held at Christ the King Church, Fireside Room, 1620 S Stage Coach Ln, Fallbrook.  Click here for a PDF flyer on the event.

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Why Most Estate Plans Fail – When the Diagnosis is Dementia- Tuesday, July 10 from 12:00—1:30 PM 

Presented by Scott Stewart, Esq.
Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death. These documents address the proverbial end as if it’s a light switch. Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.

The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning- Tuesday, September 11 from 12:00—1:30 PM 

Presented by Scott Stewart, Esq.
Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Learn how to overcome these 3 lies and 8 mistakes as well as understanding your current options.

Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options -Tuesday, November 13 from 12:00—1:30 PM

Presented by Scott Stewart, Esq.
Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.

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