On Friday, April 3rd, join us for our Drop-In-And Learn Vlog hosted by attorney David Rosenbaum for a fast-paced and exciting webinar on Keeping Trustees Out of Lawsuits! To join our vlog, please click the link below! https://zoom.us/j/2547688235
Join us on Wednesday, March 18th from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This event provides 6 CE credits for Collaborative Advisors, including CFP’s, CPA’s, EA’s, and Life for in-person...
Join us on Wednesday March 4th from 12pm to 1:15pm for our Getting Property to the Kids with Lower Property Taxes, Tricks and Traps of Prop 13 webinar. Feel free to join us for this interactional, entertaining and engaging event! We will be discussing various aspects...
Please join on Wednesday, February 26th from 12:00m – 1:15pm for our workshop regarding New Employment Law Update at McDowall Cottter. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. During our workshop our lawyers will inform you on...
On Wednesday, February 12th from 12:00pm to 1:15pm, join us for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. During this seminar, our attorneys will discuss planning for incapacity, successor trustees and more....