Virtual Class: Basics of Estate Planning

Basics of Estate Planning

Basics of Estate Planning: Wills and Trusts

Find out what documents are included and how to use Revocable Living Trusts to avoid Estate Taxes and Probate. Find out how to use Advance Health Care Directives and Durable Power of Attorney to avoid Conservatorships. Learn about how to protect your family and your estate effectively. Learn how to effectively use trusts to keep the court out of your family.

Daniela Lungu devotes her law practice to asset protection through estate planning. Ms. Lungu’s goal is to provide her clients the most personalized legal services possible, in a friendly and approachable way.

Like many attorneys, before opening her own law firm, Ms. Lungu was a highly accomplished businesswoman, in various areas of management and areas of specialty. Additionally, her mediation and conciliation practice spanning over two decades in California, assisted her in transition into law and allows her to offer a safe and comfortable experience for her clients to discuss their utmost concerns.  Each client is provided an individually tailored estate plan, geared to meet goals and concerns.

Instructor: Daniela Lungu

Virtual Class

Fees:

Education Advantage: Free

Member Pricing: Free

Non-Member Pricing: $5.00

 

Once registered, on the following business day, you will access this class and any necessary materials via your individual Bay East on Demand dashboard. Please note you will not be able to access the presentation until the day and time of class.


NO RECORDING AVAILABLE: 
There will be no recording available after the conclusion of the class.

 

CANCELLATION POLICY: By cancelling your registration less than 24 hours before the class or arriving more than 15 minutes late, you forfeit your registration fee. Bay East reserves the right to cancel or reschedule courses due to lack of registration.
DISCLAIMER: The Bay East Association of REALTORS® may utilize video recording, livestreaming and photography during Bay East meetings and/or events for use in connection with future educational, promotional, and marketing activities of the Association in any medium now known or created in the future. Your participation in these meetings and/or events constitutes your consent to the video recording, livestreaming and still photographs and your release of the Association from any claims related to the Association’s use, reproduction, or distribution of your name, likeness, image, voice and/or appearance.

When
8/17/2023 10:00 AM - 11:00 AM
Pacific Daylight Time
Where
Virtual
Registration is closed.

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