What to do When a Loved One Dies – McDowall Cotter San Mateo 11/20/2019 12:00pm

McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United States

Join us on Wednesday, November 20 at McDowall Cotter from 12:00pm -1:15pm for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. 1.5 CE credits for CFP's will be provided for in-person attendees only.  During this seminar, our attorneys will discuss planning for incapacity, successor trustees […]

Q&A – My Big Fat Estate Tax Exemption & Portability – Restructuring your Estate Plan – McDowall Cotter Mountain View 12/3/2019 8:30am

McDowall Cotter, APC Mountain View 800 W El Camino Real; #180, Mountain View, CA, United States

Please note event is not a presentation. Please prepare any questions you may have about estate plans with revocable living trusts beforehand and one of our attorneys will be available to answer those questions for you.  To RSVP for this Q&A, please click here

Q&A – My Big Fat Estate Tax Exemption & Portability – Restructuring your Estate Plan – McDowall Cotter San Mateo 12/6/2019 8am

McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United States

Please note event is not a presentation. Please prepare any questions you may have about estate plans with revocable living trusts beforehand and one of our attorneys will be available to answer those questions for you.  To RSVP for this Q&A, please click here

Tricks and Traps of CA Property Tax – McDowall Cotter San Mateo 12/18/2019 12:00pm

McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United States

On Wednesday December 18th, McDowall Cotter will be presenting a combined presentation of our seminar on "Getting Property to the Kids with Lower CA Property Tax - Tricks and Traps of Prop 13" and our seminar on "Advanced Topics in CA Property Tax - Using Legal Entities to get Real Property to the Kids with Lower Property Taxes"! McDowall […]

Q&A: Property Taxes – Planning for the Family’s Crown Jewel(s) – McDowall Cotter Mountain View 1/14/2020 8:30am

McDowall Cotter, APC Mountain View 800 W El Camino Real; #180, Mountain View, CA, United States

Please note event is not a presentation. Please prepare any questions you may have about estate plans with revocable living trusts beforehand and one of our attorneys will be available to answer those questions for you.  To RSVP for this Q&A, please click here