Workshop
7 Ways to Avoid Trust Litigation Workshop – McDowall Cotter San Mateo 3/13/19 12 PM
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin us on Wednesday, March 13th, 2019 from 12pm to 1:15pm for our 7 Ways to Avoid Trust Litigation Workshop at McDowall Cotter San Mateo located at 2070 Pioneer Court, San Mateo. At McDowall Cotter, we offer decades of experience with wealth preservation and estate planning and a commitment to the kind of rigorous ongoing education that guarantees its integrity […]
How to Use Life Insurance to Meet Estate Planning Needs and Goals (6 CE Credits) – McDowall Cotter San Mateo 3/20/19 8:30 AM
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin us on Wednesday 03/20/19 from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. The workshop will happen at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo. **This event provides 6 CE credits for Collaborative Advisors, including CFP's, CPA's, EA's, and Life. […]
Life Insurance as a Tool for Adv. Estate Planning (6 CE Credits) – McDowall Cotter San Mateo 3/27/19 8:30 AM
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin us on Wednesday 03/27/19 from 8:30am to 3:00pm for our CE credited workshop, Life Insurance as a Tool for Adv. Estate Planning. The workshop will happen at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo. **This event provides 6 CE credits for Collaborative Advisors, such as CFP's, CPA's, EA's, and Life. Lunch will […]
Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes – McDowall Cotter San Mateo 4/10/19 12PM
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesOn Wednesday, April 10th, McDowall Cotter will be hosting a presentation on "Advanced Topics in CA Property Tax - Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes" located at 2070 Pioneer Court, San Mateo. This presentation will offer 1.5 CE credits for CFP's, CPA's, and Attorneys for those who […]
What to do When a Loved One is Alive But Not Well – McDowall Cotter San Mateo 4/24/19 12PM
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin us on Wednesday, April 24th at McDowall Cotter from 12:00pm-1:15pm for our presentation on What to Do When a Loved One is Alive but Not Well at our office at 2070 Pioneer Court, San Mateo, CA. Come to our event and meet our attorneys at McDowall Cotter! During this seminar, our attorneys will discuss planning for […]