Legacy Building
with Attorney Stephen Villanueva
2 CE Credits
Legacy Building through Estate Planning. We will discuss various methodologies of proper Estate Planning to build and protect legacy assets (specifically Real Estate) in order to care for your loved in the event of death or incapacity.
Topics Include:
• Defining an Estate and a Legacy
• Intestacy + Probate
• Will vs a Pour Over Will
• Types of Trusts: Revocable + Irrevocable
• Trust and LLC combinations
• Probate Avoidance vs. Asset + Creditor Protection
• How to Protect Minor Children in the event of Death or Incapacity
Specialist in Estate Planning, Business Law (corporate and LLC related law), licensed in Colorado and New Mexico. Intuitive leader, holding 30+ years of experience;
sought out by organizations to educate and help improve overall strategic and operational performance through an emphasis on people, processes, technology, and
data driven decision making. Robust corporate as well as start-up entrepreneurial experience, both in legal and executive roles.
October 2, 2024
10:00 AM - 12:00 PM
The class will be held Virtually via ZOOM
** In order to receive CE credits, you must have your camera on and be visible for the entire class. Participating in any activities that are distracting is prohibited during class. This includes, but is not limited, to driving or showing homes. CE credits will not be given to those who fail to follow these guidelines. **
10:00AM - 12:00PM
Please make sure your information is correct.
What you enter here will be on your CE Certificate.
Yes, it's okay to send me text messages including confirmations, changes, and updates. Message frequency varies. Message and data rates may apply. View our terms of service & privacy policy.
Add Additional Registrants Here