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Servite's Legacy Advisory Board hosts an ongoing series of complimentary Financial, Investment & Estate Planning Forums.

Fiduciary & Business Succession Planning

Thursday, October 11, 2018
Summit House Restaurant
2000 E. Bastanchury Road, Fullerton, CA 92835
5:30 PM Social, 6:30 PM Hosted Dinner

Topics Include:
  • Responsibilities of an Executor
  • How to choose an Executor/Conservator/Guarantor
  • When you should/shouldn't be an Executor
  • Pros & cons of trust protectors and trust committees
  • What to do with a small business when you retire
  • Planning tips for selling your business
  • Knowing your assets value for tax planning
  • Tax avoidance strategies for highly appreciated assets

If you have an estate of less than $11 million, your family may save $2000 - $3,000 per year following the first spouse's death by implementing the ideas in this forum!

Expert Presentation Panel:

Paige Baker, Managing Partner of Baker & Baker Attorneys
Richard Goodwin, Theology teacher at Servite High School
Don Hunsberger, Hunsberger Dunn & Associates LLP, moderator

Questions? Contact Cathy Pasquinelli in the Advancement Office at (714) 774-7575, ext. 1173 or cpasquinelli@servitehs.org

Total number attending including yourself​

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