Living Trust and Estate Planning Seminars

The majority of Americans have no plan in place to preserve, manage and transfer their wealth upon death or incapacity. In California, if you die owning more than $50,000 in real property and $150,000 in personal property, whether you have a Will or not, your estate could be subject to the costs, delays and publicity of probate.

  • Avoid the pitfalls of using joint ownership as a way to transfer property
  • Choose the right person to make decisions for you in case of a medical emergency
  • Nominate guardians and provide for minor children
  • Distribute assets according to your wishes
  • Establish a Living Trust to avoid probate
 Location Date Time RSVP Link 
 Thousand Oaks March 29, 2017 6:00 p.m. Closed
 Port Hueneme March 30, 2017 6:30 p.m.  Closed 
 Ventura  April 26, 2017 6:00 p.m. Closed
 Camarillo May 17, 2017 6:00 p.m.  Closed
 Simi Valley June 13, 2017 5:30 p.m. RSVP

 There is no cost to attend but SPACE IS LIMITED

​If you would like to schedule a complimentary consultation to
discuss and design your Estate Plan, contact:

Natalie Spiwak at 323.251.7059 or

  • Equal Housing Lender
  • NCUA
Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government.