Workshops

At LifePath Law, we believe in "educating to motivate." Taking the first step can be difficult when there's a lot of uncertainty about what to expect. Join attorney, Donna N. Shioya, as she discusses various legal concepts regarding estate planning, post-death administration and financial elder abuse.

AVAILABLE AND UPCOMING WORKSHOPS INCLUDE:

  • The Truth About Estate Planning Workshop
  • What Needs to be Done After Losing a Loved One?
  • Spotting Financial Elder Abuse
  • Trustee Training Workshop
  • Beneficiary's Trust Protections Workshop

*All workshops are complimentary. Reservations required. Call or contact us to reserve your seat.


THE TRUTH ABOUT ESTATE PLANNING WORKSHOP

*Reservations are required at least 2 days in advance.

  • 1st Monday 6:00 pm -7:30 pm*
  • 3rd Wednesday 6:00 pm -7:30 pm*

Who Should Attend: Anyone interested in learning about what is entailed in putting together an estate plan.

Workshop attendees qualify for a one-on-one consultation with attorney, Donna Shioya. Spouses and domestic partners must both attend a workshop to qualify for the consultation.

Some of the Topics Covered in the Workshop

  • How will you be cared for and your affairs be handled in the case of your mental disability (Alzheimer's, Stroke, etc.)?
  • How to leave your assets to your loved ones protected against their creditors and divorces.
  • Why most trusts do not work.
  • How a formal updating and maintenance program makes sure your plan will work the way you want it, when you need it to.

WHAT NEEDS TO BE DONE AFTER LOSING A LOVED ONE?

*Reservations are required at least 5 days in advance.

  • 2nd Monday 6:00 pm-7:30 pm*

Who Should Attend: Anyone who has either recently lost a loved one and is wondering where to start in dealing with his/her estate, or anyone who has been named as a trustee or personal representative/executor of someone's trust or will and wants to learn about what their roles entail.

Workshop attendees qualify for a one-on-one consultation with attorney, Donna Shioya.

Some of the Topics Covered in the Workshop

  • What is probate and when is it necessary?
  • How to deal with estate assets which are of small value?
  • What is the difference between a will and a trust?
  • How long will it take to wrap up a decedent's estate?
  • Who needs to be notified of the decedent's passing? Who is entitled to notice of probate hearings? Who gets notice of the existence of a trust?
  • How do I protect my interests as an heir or beneficiary?
  • What are my responsibilities, duties and liabilities as a trustee or personal representative?

SPOTTING FINANCIAL ELDER ABUSE WORKSHOP

*Reservations are required at least 5 days in advance.

  • 4th Friday 10:00 am-11:30 am*

Who Should Attend: Anyone who is concerned that they, themselves, or someone they care about may be or could become a victim of financial elder abuse.

Workshop attendees qualify for a one-on-one consultation with attorney, Donna Shioya.

Some of the Topics Covered in the Workshop

  • Durable Powers of Attorney
  • Gifts in Wills, Trusts and Beneficiary Designations
  • Statutory protections against financial elder abuse
  • Prohibited transferees (caregivers, drafters, fiduciaries)
  • Protecting yourself from financial elder abuse (disability panel)
  • Conservatorships

TRUSTEE TRAINING WORKSHOP

*Reservations are required.

  • Monday, July 21, 2014 6:00 pm-7:30 pm*


Who Should Attend: LifePath Law clients enrolled in the LifePath Law Legal Services Maintenance, since they are typically the initial trustees of their trust. Also, those people who have been named as a death or disability trustee, or a guardian for the minor children of a LifePath Law client, should attend.

You have been responsible and proactive in creating an estate plan to take care of you and your family in the case of your mental incapacity and/or passing. But will your family and/or trusted friends know what to do at the appropriate time?

This workshop familiarizes you and your helpers with how a trust is administered upon your mental incapacity and/or death. It is designed to educate those left behind, well before the traumatic event, so as to minimize any unnecessary stress, surprise, or uncertainty during a very difficult and trying time.


BENEFICIARY'S TRUST PROTECTIONS WORKSHOP

*Reservations are required.

  • Monday, August 18, 2014 6:00 pm-7:30 pm*


Who Should Attend: LifePath Law clients enrolled in the LifePath Law Legal Services Maintenance and their named beneficiaries of any protective ("School Bus") subtrusts.

Many of our clients have opted to create protective ("School Bus") trusts that protect a surviving spouse and/or other beneficiary's inheritance from their creditors, such as those bringing a divorce action or law suit against the beneficiary.
In order to make sure that these protections are not lost inadvertently, a beneficiary must understand the nature of the protections, how they work, as well as what needs to be done to maintain these protections. Remember, whatever instructions are provided in the trust, there is no such thing as a "Magic Book."

*All workshops are complimentary. Reservations required. Call or contact us to reserve your seat.