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DTSTART:20210217T194500Z
DTEND:20210217T211500Z
LOCATION:VIRTUAL MEETING USING ZOOM FORMAT 
UID:2010120210217T194500ZPitfalls in Estate Planning
DTSTAMP:20260428T161011Z
DESCRIPTION:\nPITFALLS IN ESTATE PLANNING\n \npresented by Donnasue Smith Ortiz, Esq.\n \nYour client has finally signed their trust, pour-over will, advance health care directive and financial power of attorney.  The documents are safely stored in a fire-proof safe.  What could possibly go wrong? \n \nEPC San Bernardino is pleased to welcome Donnasue Smith Ortiz, Esq. to discuss the problems that arise before, during, and after preparation of an estate plan.  She will cover topics such as divorce, marriage, special needs beneficiaries, failure to fund a trust, lost original documents, business succession and death. \n \nDonnasue Smith Ortiz is a sole practitioner in Rancho Cucamonga with over 30 years of experience in  Estate Planning, Probate, Conservatorships, Elder Law and Guardianships.  She is a Certified Specialist in Estate Planning, Probate and Trust with the California State Bar.  Ms. Ortiz has prepared over a thousand estate plans, including business succession plans for high wealth clients.  She is a past President of San Bernardino County and Western San Bernardino Bar Associations and currently serves a Temporary Judge for San Bernardino Superior Court. \n \nPlease RSVP below and mark your calendars!\n \n \n \n \n \n \n \n \n \n \n \n \n
SUMMARY:Pitfalls in Estate Planning - Estate Planning Council of San Bernardino County 
PRIORITY:3
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DESCRIPTION:Reminder
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