Educating yourself is the first step to assuring you have the right estate planning, real estate or business legal strategies. We believe client and prospective client education is the foundation to strong, lasting relationships of providing cost-effective advice and documentation.

Live Estate Planning Seminars

Check back soon for upcoming seminars or call for a personal consultation.

Live Business Seminars

Check back soon for upcoming seminars or call for a personal consultation.

Online Estate Planning Seminars

Live seminars don't meet your schedule? Like to study the information in detail at your own pace? We currently offer online seminars in a slide show format on the following topics:

1.    Estate Planning & Living Trust
2.    Estate Taxes
3.    Who Should Be Beneficiary of Your IRA
4.    Charitable Remainder Trusts

*Due to licensing restrictions, consultations are limited to California residents and individuals or companies with real property or business interests in California. We have served clients from five continents and most of the United States, with an emphasis on the southern Orange County, California cities, including Lake Forest, Mission Viejo, Irvine, Foothill Ranch, Rancho Santa Margarita, Aliso Viejo, Laguna Hills, Laguna Niguel, Newport Beach, Laguna Beach, San Clemente, Dana Point, Ladera Ranch, Las Flores, Laguna Woods, and San Juan Capistrano.