Estate Planning Explained

When:
March 15, 2018 @ 10:00 am – 11:30 am America/Los Angeles Timezone
2018-03-15T10:00:00-07:00
2018-03-15T11:30:00-07:00
Where:
New York Life 9th Floor
425 Market St
San Francisco, CA 94105
USA
Cost:
Free
Contact:
Albert G. Stoll, Jr.
415-576-1500
Estate Planning Explained @ New York Life 9th Floor | San Francisco | California | United States

Presented by Patricia De Fonte

  • In this presentation, Patricia De Fonte will discuss:
  • How long does it take to draw up an estate plan?
  • How much does it cost?
  • Why can’t I do it online on my own? But I’m a lawyer – I can just write it up myself, right?
  • What if I don’t trust or like my family?
  • How do I find the right lawyer?
  • What if I don’t have any assets?
  • What if I don’t have heirs and don’t care about what happens to my stuff when I die?
  • How does estate planning fit in with owning a business, with my insurance, with my community and separate property?
  • How can estate planning help if I am incapacitated?
  • What if my spouse and I don’t agree?

Patricia was born in St. Luke’s Hospital in the Mission District of San Francisco. She grew up in San Jose, back when it was “Sa-na-zay”, and attended Santa Clara University, where she graduated with a BA in Communication and minor in Italian. After working at TBS in Atlanta and on “The Home Show” in Los Angeles, she moved to Rome, Italy, where she managed a television channel featuring American programming on the first satellite television platform in the Middle East. Returning to San Francisco in 1998, she met her future husband on her first day at Golden Gate University School of Law.

Patricia practiced entertainment and intellectual property law with the Idell Firm for five rewarding and exciting years, and her experience in intellectual property law allows her to work with confidence with artists and others with substantial intellectual property rights.

In her free time, Patricia spends time completing her LL.M. in Estate Planning, Probate and Trust Administration at Golden Gate University, with family and friends, preparing for the zombie apocalypse, supporting causes that are important to her and reading the New Yorker cover to cover.

Sponsored

Thank you again for attending the Attorney Action Club on November 15, and for making my presentation such a success. Throughout my career, I have believed that educating people has been an integral part of my service. The complications that surround probate and trust sales are often a surprise for families. I have relied on good attorneys to assist my clients informing estate plans, writing and updating trusts, and in navigating probate sales. I sincerely hope that you received something of value from my presentation, and I would like to meet with you individually to discuss what we might be able to do together in the future. Follow the link on this page to see videos of the work that we have done.
Warm regards, Craig. Cell: 415-730-3030