Free In-Person Workshops
With Attorneys

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

Sign up now for our free legal workshops!

Benefit from our expertise with Estate Planning Workshops, Trust Administration Workshops, and Business Planning Workshops. This is the chance to address questions directly to some of the best minds in the field.

Our free, in-person workshops feature expert CunninghamLegal attorneys. They include estate planning workshops, trust administration workshops, living trust seminars, and some of the most fun, interactive, and information-rich estate planning seminars in California.

Engage deeply in the subjects that concern you most, and mark your first steps toward creating or updating an appropriate estate plan with one of our qualified estate attorneys and securing your family’s financial future. Discover the importance of proactive planning and secure peace of mind for you and your loved ones. Reserve your seat today. Plus, If you attend any workshop, you become eligible for $245 off our initial consultation fee at CunninghamLegal.

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!

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.

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!

In-Person Workshop Dates:

Tuesday, Feb 4, 2025
899 Northgate Dr., Suite 200, San Rafael, CA 94903
Two times: 10:00am & 2:00pm
Business Planning Workshop

Thursday, Feb 27, 2025
Timber Creek Ballroom, 4:30pm
7050 Del Webb Blvd, Roseville, CA 95747
Business Planning Workshop

Thursday, March 13, 2025
Pasadena CunninghamLegal Office, at 2pm
Estate Planning + Business Planning Workshop

Registration is required. Please sign up with the form on this page.

Attend an in-person workshop and you become eligible for a $245 discount off the initial consultation fee!

Free In-Person Workshops With Attorneys