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Estate Planning Isn’t About Death - It’s About Control

Thu, Apr 09

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Online via Zoom

An estate planning workshop for high-income families focused on control, liquidity, and long-term family continuity.

Estate Planning Isn’t About Death - It’s About Control
Estate Planning Isn’t About Death - It’s About Control

Time & Location

Apr 09, 2026, 5:30 PM – 7:00 PM PDT

Online via Zoom

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


The Misconception


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