Wine & Wills

1555 Camino Del Mar,Del Mar CA 92014

31 March, 2021

Description

Come enjoy a complimentary glass of wine and learn how to protect your family and your assets should something happen to you. OUTDOORS! If you don't have a Will or Trust, or have one that needs to be updated, please join Trusts & Estates Attorney, Daniel R. Weiner, for an Outdoor,  Complimentary Wine Tasting followed by a presentation on Wills & Trusts 101 where you will learn: 1.) Wills vs Trusts and which one is the right one for you 2.) Why Estate Planning is crucial not just for the ultra wealthy  3.) How to make sure your assets go to your loved ones and not the IRS 4.) What is an Advance Health Care Directive and why it's critical now more than ever to put one in place 5.) How to protect your children and pets if something happens to you in the short term and long term (naming long term guardians is not enough!) 6.) What does something like this cost Plus much more! Seats are limited due to Covid -19 Compliance so RSVP is required. Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California. Dan’s estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. He guides his clients through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. His practice focuses on family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, Dan will help you to craft a plan that achieves your goals for your loved ones today and for years to come. Education University of Birmingham, UK, Law Degree (LLB), 2003 Duke University School of Law, Master of Laws Degree (LLM), 2005 Bar Admissions Licensed by the State Bar of California Solicitor of the Senior Courts of England and Wales Publications: The San Diego Tribune The Times of San Diego Uptown News San Diego