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Free In-Person Workshops
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Free Estate, Trust and Business Planning Workshops

Get expert guidance through our Estate Planning Workshops, Trust Administration Workshops, and Business Planning Workshops designed to help you make informed decisions with confidence.

These free, in-person sessions give you the opportunity to ask questions directly to experienced CunninghamLegal attorneys while learning in a fun, interactive, and information-rich environment.

Reserve your seat today and take the next step in planning your future.

Lisa Workshop

Trust Administration Workshop

Presenter: Lisa Mann
Date: September 3rd @ 10:00 AM (PST)
Walnut Creek 1255 Treat Blvd, Suite 300, Walnut Creek, CA 94597

IN-PERSON workshop: Learn what to do after a loved one passes—probate basics, trustee liability, dissolving a trust, and key next steps. Get clarity and move forward with confidence.

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Workshop San Rafael 09172026

Estate Planning Workshop

Presenter: Dylan Recht
Date: September 17th @ 10:00 AM (PST)
San Rafael 899 Northgate Drive, Suite 307, San Rafael, CA 94903

FREE IN-PERSON estate planning workshop: learn if you need a plan or important updates, protect your assets and legacy, and avoid missing key tax benefits.

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Zoom 2

Coffee and Conversation Workshop

Presenter: Jim Cunningham
Date: October 1st @ 10:00 AM (PST)

Join Jim Cunningham for a virtual Meet and Greet designed for meaningful conversation in a relaxed, online mixer-style setting. This interactive Zoom gathering allows you to connect…

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Workshop Pasadena 10152026

Estate Planning Workshop

Presenter: Angela "Guolin" Li
Date: October 15th @ 10:00 AM (PST)
Pasadena 301 N. Lake Avenue, Suite 770, Pasadena, CA 91101

FREE IN-PERSON estate planning workshop: learn if you need a plan or key updates, protect your assets and legacy, and make sure you’re not missing important tax benefits.

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Registration is required. Sign up with the form below!

WHAT YOU’LL LEARN AT A CUNNINGHAMLEGAL TRUST AND ESTATE WORKSHOP

Estate Planning Workshops

Estate Planning Essentials: Building & Updating Your Legacy

Join us for a free estate planning workshop designed to help you come up with the right estate plan strategy to secure your legacy. Whether you already have a Living Trust or are new to Estate Planning, this FREE in-person estate planning workshop will cover the core elements of an effective estate plan. Learn about the key issues, the signs that your plan needs an update, and strategies for managing real estate and business interests as part of the plan. We’ll review our Estate Plan Diagnostic and help you make sure your estate has a plan that makes sense for your family. Don’t miss this opportunity to protect your assets and maximize tax benefits. Register now to plan your legacy!

Register Now

Business Planning Workshops

Business Planning & Investment Real Estate Workshops

Business Planning Segment: Should your business be an LLC or a Corporation? What are the annual requirements and cost considerations for having those entities, and are you up to date on them? During the business planning segment of our workshop, you can expect to learn about critical issues around creating and maintaining a business, selecting the right entity, meeting compliance requirements, and building strategies for exiting your business successfully. Gain insights that empower you to maintain control over your company’s affairs while safeguarding your clients.

Investment Real Estate Planning: Should you own investment property through an LLC? What happens if there is a fire in your rental property? How would you mitigate potential risks and liabilities for your real estate and business? Explore how to structure property ownership to maximize liability protection, leverage tax advantages, avoid potential lawsuits, and utilize property tax protections under Prop 19 to preserve wealth for long-term financial benefits.

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Trust Administration Workshops

Trust Administration Workshops for Trustees & Future Trustees

Many people find themselves suddenly thrust into the role of Trustee and Executor with no prior experience or path forward. It’s crucial for loved ones to be prepared and understand the necessary tasks after a passing to provide a smooth transition of responsibilities and to honor wishes effectively. By being well-informed, Trustees can minimize stress and potential conflicts, allowing them to focus on healing and remembering a legacy. Empower your loved ones and save them from confusion and hassle!

This special session will be a chance for Trustees to ask questions, gain clarity, and improve decision-making in preparation for some of life’s most challenging circumstances. It also gives us a chance to establish a connection between our firm and successor Trustees so they feel comfortable reaching out when they need us. Join this vital workshop if you are a Trustee, or invite your successor Trustee to attend with you!

Register Now