Free In-Person 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 in fun, interactive, and information-rich sessions.
Reserve your seat now!
2026 CunninghamLegal In-Person Workshop Dates:
- March 3rd, Coffee & Conversation, 10 AM, at our Sacramento office with attorney Jim Cunningham
400 Capitol Mall, Ste. 740, Sacramento CA 95814 - March 26th, Business Planning Workshop, 10 AM, at our San Rafael office with attorney Dean Holter
899 Northgate Drive, Suite 307, San Rafael, CA 94903 - April 23rd, Trust Administration Workshop, 10 AM, at our Westlake Village office with attorney Tasha K. Jahn
4165 E. Thousand Oaks Blvd, Suite 145, Westlake Village, CA 91362 - May 14th, Estate Planning Workshop, 10 AM, at our Pasadena office with attorney Angela “Guolin” Li
301 N. Lake Avenue, Suite 770, Pasadena, CA 91101 - September 3rd, Trust Administration Workshop, 10 AM, at our Walnut Creek office with attorney Tasha K. Jahn
1255 Treat Blvd, Suite 300, Walnut Creek, CA 94597 - September 17th, Estate Planning Workshop, 10 AM, at our San Rafael office with attorney Dylan Recht
899 Northgate Drive, Suite 307, San Rafael, CA 94903 - October 1st, Coffee & Conversation Workshop, 10 AM, at our Westlake Village office with attorney Jim Cunningham
4165 E. Thousand Oaks Blvd, Suite 145, Westlake Village, CA 91362 - October 15th, Estate Planning Workshop, 10 AM, at our Pasadena office with attorney Angela “Guolin” Li
301 N. Lake Avenue, Suite 770, Pasadena, CA 91101
Registration is required. Please sign up with the form on this page.
More About CunninghamLegal In-Person Events…
Registration is required. Sign up with the form below!
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!
Join Us for a Meet and Greet
Join Jim Cunningham and the CunninghamLegal attorneys for a Meet and Greet designed for meaningful conversation in a relaxed, mixer-style setting. We will set aside dedicated time for one on one discussions, giving you an opportunity to ask questions, share goals, and gain clarity on next steps. Whether you are reviewing an existing plan or considering creating one, our team is here to listen and provide practical guidance. Light breakfast will be provided. We look forward to connecting with you and supporting your planning needs in a welcoming, professional environment.
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 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!