Broker Check
15 April
Estate Planning Basics


We are privileged to have Anne Wenger joining us via Zoom for a discussion on Estate Planning. Anne is a partner at McLaughlin Legal, a boutique law firm in San Diego. Anne leads the trust and estate division of the firm, advising clients with regard to their fundamental estate plans (Trusts, Wills, Durable Powers of Attorney and Advance Health Care Directives), as well as assisting families with the trust administration process after a loved one has passed away. In addition to practicing law, Anne also teaches two courses in estate planning and taxation at San Diego State University.  

She will be answering important questions such as:
  • Why create an estate plan?
  • What exactly is a Trust? 
  • What is a Will?
  • What is Probate and why do we want to avoid it?
  • When is a Durable Power of Attorney necessary?
  • Why is it important to have an Advance Health Care Directive?

Date and Time

Thu, Apr 15, 2021

4:00p - 5:00p PST




A link to join the event will be emailed after registration for the event.


Event Registration