The Deadliest Dozen Tax & Estate Mistakes

Please join Silicon Valley Estate Planning and GW & Wade, LLC to learn how to avoid the most common and expensive Tax & Estate Mistakes...while enjoying some fine wines, hors d'oeuvres and desserts.

Speakers:

Jenny Alberts, J.D., LL.M.,
Founder, Silicon Valley Estate Planning 

Jenny is a specialist in Estate Planning, Trust and Probate Law and is certified by the State Bar of California.  Jenny has extensive experience in the use of revocable living trusts; the design and implementation of irrevocable trusts; and the use of limited partnerships and limited liability companies.

Steve Keirn, J.D., CFP,
Counselor, GW & Wade, LLC

Steve's prior to GW  &Wade, in-house counsel experience gives Steve unique insight into the business-related tax, estate and financial planning issues of GW & Wade's clients, for whose families he develops pragmatic, comprehensive financial plans.

Wednesday, March 16, 2016
6:00 PM to 8:00 PM (PDT)

Garden Court Hotel*
520 Cowper Street
Palo Alto, CA 94301

*Complimentary Valet Parking

 

Event Contact: Hillary Garrison - hgarrison@gwwade.com