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Estate Planning - Control, Liquidity and Continuity
Thu, Apr 09
|Online via Zoom
An estate planning workshop for high-income families focused on control, liquidity, and long-term family continuity.
Registration is closed
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Time & Location
Apr 09, 2026, 5:30 PM – 7:00 PM PDT
Online via Zoom
Guests
About the event
Estate Planning Isn’t About Death. It’s About Control, Liquidity, and Family Continuity
Core topics
Liquidity at death vs asset-rich / cash-poor estates
What trusts do not solve
Coordinating protection with estate plans
My Business Partner, Geeta Noori, and I will talk about Estate Planning and the role of real estate. Here is more info on Geeta:
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