Vanessa is a skilled public speaker, having conducted countless seminars and workshops throughout her legal career on various topics of estate planning, including kids protection planning, special needs planning, Medi-Cal planning, advanced tax planning and asset protection for individuals and small businesses.  Here are just a few of Vanessa’s workshops.

    • What you don’t know about being a trustee can hurt you – July 2013
    • HOW TO PROTECT YOUR ASSETS AGAINST UNEXPECTED LONG-TERM CARE EXPENSES–June, July 2012
    • ESTATE PLANNING FOR PARENTS–June 2012: workshop covering general estate planning principles for parents, with specific attention to Kids Protection Planning
    • “The Sandwich Generation: Caring for Your Aging Parents” – April 2012: panel discussion on estate planning for baby boomers and their parents.
    • “Special Needs Planning” – April 2012: workshop discussing planning for families with special needs members.
    • “Estate Planning for Families” – April 2012: a community based workshop discussing the concept of legacy planning.
    • “Passing Property at Death: An Introduction to Probate Basics and the Alternatives” – March 2012: MCLE program through Public Counsel regarding probate basics and alternatives.
    • “Family Wealth Preservation” – March 2012: seminar presented to Wells Fargo Trust and Retail Banking department discussing asset protection through family limited partnerships and dynasty trusts.”
    • “What You Don’t Know About Being A Trustee Can Hurt You” (Pasadena Women’s City Club) – February 2012: workshop discussing trust administration basics and responsibilities of successor trustees.
    • “Elder Law and Incapacity Planning” (Monrovia Provider’s Group and the Alzheimer’s Task Force) – November 2011, December 2011: seminar concentrating on Medi-Cal planning.
    • “Elder Mediation” – November 2011: 23rd Annual Fall Conference of the Southern California Mediation Association.
    • “Preventing Elder Abuse Through Estate Planning” – November 2011: workshop discussing how incapacity planning can help prevent financial and physical elder abuse.
    • “How to Protect Your Real Estate with Proper Estate Planning”– October 2011, March 2011: seminar presented to realtor associations discussing use of various estate planning techniques to protect real estate assets, with specific attention to the use of trusts and business entities.
    • “Earn It, Keep It, Pass It On: An Estate Planning Workshop” – October 2011: workshop discussing asset protection and general estate planning techniques including living trusts.
    • “International Estate Planning” (Chinese American Real Estate Professions Association) – December 2010: workshop discussing estate planning techniques for noncitizens.
    • “Family Wealth Planning for Busy Parents” – September 2010: workshop discussing estate planning basics, specifically tailored to working parents.

 

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