Basic Estate Planning Workshop educates people on the legal and practical steps taken to protect their loved ones in the event of their disability or death.

Workshops

10 Legal Protections For Children With Special Needs- Capistrano Unified School District, San Juan Capistrano, CA, November 18, 2020
The Special Needs Workshop is for parents and grandparents of a child with a disability. Through real life stories and easy to understand legal principles, our presenters help parents understand the legal and practical steps they must take to ensure a lifetime of love and care for their child. Request Information
Estate Planning Musts During the Pandemic—Wills, Trusts, & Peace of Mind! (Virtual Workshop)
No one wants to think about getting seriously ill or dying, but these are scenarios we must prepare for to protect ourselves, our loved ones, and our money, especially during the pandemic. With courts closed and hospitals prohibiting loved ones from sitting by your bedside, we will show you step by step how to legally formalize your wishes and ensure they will be followed, bringing you total protection and peace of mind! Request Information
PRIVATE RETIREMENT PLANS
Private Retirement Plans have become one of the most powerful protection and wealth preservation strategies in California in the last decade Request Information
Don’t Go Broke Paying for Long Term Care! The Rules of Medi-Cal and V.A. Benefit Planning
The Elder Law Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily. Request Information
The 10 Legal Protections For Children With Special Needs Workshop
The Special Needs Workshop is for parents and grandparents of a child with a disability. Through real life stories and easy to understand legal principles, our presenters help parents understand the legal and practical steps they must take to ensure a lifetime of love and care for their child. Request Information
Basic Estate Planning Workshop
Basic Estate Planning Workshop educates people on the legal and practical steps taken to protect their loved ones in the event of their disability or death. Request Information
The Kids Guardian Workshop
The Kids Guardian Workshop is our most popular workshop. Through easy to understand examples, and real-life stories, the workshop educates parents on the legal and practical steps they must take to protect their children if the parents were seriously injured or passed away. Request Information
Estate Planning Musts During the Pandemic—Wills, Trusts, & Peace of Mind! (Virtual Workshop) Northwestern Mutual Private Workshop October 29, 2020
No one wants to think about getting seriously ill or dying, but these are scenarios we must prepare for to protect ourselves, our loved ones, and our money, especially during the pandemic. With courts closed and hospitals prohibiting loved ones from sitting by your bedside, we will show you step by step how to legally formalize your wishes and ensure they will be followed, bringing you total protection and peace of mind! Request Information
Estate Planning “Musts” During the Pandemic: Creating Peace of Mind! (Virtual Workshop) Cal State Fullerton, October 15th, 2020
No one wants to think about getting seriously ill or dying, but these are scenarios we must prepare for to protect ourselves, our loved ones, and our money, especially during the pandemic. With courts having limited access and hospitals restricting loved ones from sitting by your bedside, we will show you step by step how to legally formalize your wishes and ensure they will be followed, bringing you total protection and peace of mind! Request Information
Personal Budgeting During The Pandemic: Take Control Of Your Finances, How To Create Certainty In An Uncertain World, California State University, Fullerton (Virtual)- October 6th, 2020
Changes to your household income, uncertainty over investments, debt, and anxiety are on the rise. Not being in control of your finances may feel like your not in control of your own future. This webinar will provide the guidance and tools you need to regain control, hope and the freedom that comes with planning your future. Request Information
Personal Budgeting During The Pandemic: Take Control Of Your Finances, How To Create Certainty In An Uncertain World, Concordia University- Sept 1st, 2020
Changes to your household income, uncertainty over investments, debt, and anxiety are on the rise. Not being in control of your finances may feel like your not in control of your own future. This webinar will provide the guidance and tools you need to regain control, hope and the freedom that comes with planning your future. Request Information
Estate Planning “Musts” During the Pandemic: Creating Peace of Mind! (Virtual Workshop) Concordia University, Irvine August 25, 2020
No one wants to think about getting seriously ill or dying, but these are scenarios we must prepare for to protect ourselves, our loved ones, and our money, especially during the pandemic. With courts having limited access and hospitals restricting loved ones from sitting by your bedside, we will show you step by step how to legally formalize your wishes and ensure they will be followed, bringing you total protection and peace of mind! Request Information
Estate Planning “Musts” During the Pandemic: Creating Peace of Mind! (Virtual Workshop) California State Long Beach, August 6, 2020
No one wants to think about being seriously ill or worse, but these are scenarios we must prepare for to protect ourselves, our loved ones and our money. We will show you how to legally formalize your wishes and ensure they are followed,bringing you total protection and peace of mind. Request Information
Estate Planning “Musts” During the Pandemic: Creating Peace of Mind! (Virtual Workshop) BJ's Restaurants, Inc. Private Event- August 20, 2020
No one wants to think about getting seriously ill or dying, but these are scenarios we must prepare for to protect ourselves, our loved ones, and our money, especially during the pandemic. With courts having limited access and hospitals restricting loved ones from sitting by your bedside, we will show you step by step how to legally formalize your wishes and ensure they will be followed, bringing you total protection and peace of mind! Request Information
Personal Budgeting During the Pandemic: Take Control of Your Finances, How to Create Certainty in an Uncertain World, California State Long Beach- July 23, 2020
Changes to your household income, uncertainty over investments, debt, and anxiety are on the rise. Not being in control of your finances may feel like your not in control of your own future. This webinar will provide the guidance and tools you need to regain control, hope and the freedom that comes with planning your future. Request Information
Special Needs Planning During the Pandemic (Virtual Workshop) - July 21, 2020 UCP of Orange County
Every parent wants to make sure their child with a disability would be taken care of, especially during times of crisis. Learn the 10 legal protections your child needs for their complete safety and well-being. Request Information
Personal Budgeting During the Pandemic Virtual Worskhop- UCP of Orange County- July 14th, 2020
Take Control of Your Financial Future! Learn the Easy Way to Change Your Budgeting From Feeling Pointless or Restrictive to Empowering and Essential. Request Information
Get Your Legal Ducks in a Row for Coast College Employees (Virtual Workshop) June 18, 2020 - Orange Coast College
No one wants to think about getting seriously ill or dying, but these are scenarios we must prepare for to protect ourselves, our loved ones, and our money, especially during the pandemic. With courts closed and hospitals prohibiting loved ones from sitting by your bedside, we will show you step by step how to legally formalize your wishes and ensure they will be followed, bringing you total protection and peace of mind! Request Information
Personal Budgeting Virtual Information Session- Applied Medical, Rancho Santa Margarita, CA -June 2nd, 2020 (Private event)
Personal Budgeting Virtual Workshop Request Information
10 Legal Protections For Children With Special Needs- Duarte Unified School District, Duarte, CA, April 18th, 2020
The Special Needs Workshop is for parents and grandparents of a child with a disability. Through real life stories and easy to understand legal principles, our presenters help parents understand the legal and practical steps they must take to ensure a lifetime of love and care for their child. Request Information
Legacy and Charitable Estate Planning-California State University Fullerton, March 28, 2020
Legacy and Charitable Estate Planning-California State University Fullerton Request Information
Budgeting; Getting What You REALLY Want- Workshop At Applied Medical, Rancho Santa Margarita, CA. - March 26, 2020 (Private Event)
Debt, fighting, anxiety, and shame- not being in control of your finances means not being in control of your life! And while the idea of setting up a budget may seem about as fun as going to the dentist or shutting down the party, we’ll show you why it’s the key to getting what you REALLY want in life and have peace and security. Request Information
Trusts and Estate Planning Basics- California State University Fullerton, March 21, 2020
Basic Estate Planning Workshop educates people on the legal and practical steps taken to protect their loved ones in the event of their disability or death. Request Information
Basic Estate Planning Workshop at St Paul's Episcopal Church, Tustin, CA - March 21st, 2020
Basic Estate Planning Workshop educates people on the legal and practical steps taken to protect their loved ones in the event of their disability or death. Request Information
City Of Fullerton - How To Protect Your Home & Savings From Nursing Home Costs - March 19th, 2020
The Elder Law Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily. Request Information
10 Legal Protections For Children With Special Needs- The Placentia-Yorba Linda Unified School District, Yorba Linda, CA, February 26th
The Special Needs Workshop is for parents and grandparents of a child with a disability. Through real life stories and easy to understand legal principles, our presenters help parents understand the legal and practical steps they must take to ensure a lifetime of love and care for their child. Request Information
Norman P. Murray Senior Center in Mission Viejo, CA - Veterans Workshop - February 19, 2020
The Veterans Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily. Request Information
Mission Viejo Senior Center - How To Protect Your Home & Savings From Nursing Home Costs - January 9th
The Elder Law Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily Request Information
Estate Planning Check-Up And Review-St. Joseph Hospital Foundation Donors, Orange, CA. - November 7th
Presidential Partners Fall Healthcare Lecture for St. Joseph Healthcare Request Information
City of Seal Beach - How to Protect Your Home & Savings from Nursing Home Costs - November 5th & 6th
The Elder Law Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily. Request Information
Estate Planning Check-up and Review- Bacon Pavilion, Fullerton Arboretum, Fullerton, CA - October 23, 2019
The purpose of estate planning is to you maintain your financial security through your lifetime and ensures your property and assets are transferred according to your wishes and values. Request Information
The Importance Of Wills & Trust At The Florence Sylvester Memorial Senior Center- October 23
The Importance Of Wills & Trust At The Florence Sylvester Memorial Senior Center- October 23 Request Information
Estate Planning Basics- Microsoft, Mountain View, CA, September 24th
The Basic Estate Planning Workshop educates you on the legal and practical steps you take to protect your loved ones in the event of their disability or death. Request Information
City Of Huntington Beach Senior Center - Veterans Workshop - Sept 24 2019
The Veterans Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily. Request Information
10 Legal Protection For Children With Special Needs- Down Syndrome Association of Orange County, Costa Mesa, CA, September 23rd
The Special Needs Workshop is for parents and grandparents of a child with a disability. Through real life stories and easy to understand legal principles, our presenters help parents understand the legal and practical steps they must take to ensure a lifetime of love and care for their child. Request Information
Budgeting; Getting What You REALLY Want- Workshop at Applied Medical, Rancho Santa Margarita, CA. - August 27th. (Private Event)
Debt, fighting, anxiety, and shame- not being in control of your finances means not being in control of your life! And while the idea of setting up a budget may seem about as fun as going to the dentist or shutting down the party, we’ll show you why it’s the key to getting what you REALLY want in life and have peace and security. Request Information
How to Protect Your Loved Ones Now and In The Future: Estate Planning & Elder Abuse- Alameda, Contra-Costa Trial Lawyers Association - August 15th
Jessica Kiely, with the Meier Law Firm Will Speak on Estate Planning Issues with The Trial Lawyers Association for Alameda & Contra-Costa Counties Request Information
City of Fullerton - How to Protect Your Home & Savings from Nursing Home Costs - August 5th
The Elder Law Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily. Request Information
City of Fullerton - How to Protect Your Home & Savings from Nursing Home Costs - August 5th
The Elder Law Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily. Request Information
Estate Planning Basics- Oracle, Redwood City, CA, July 25th
The Basic Estate Planning Workshop educates you on the legal and practical steps you take to protect your loved ones in the event of their disability or death. Request Information
10 Legal Protection for Children with Special Needs- Chinese Parents Association for the Disabled (CPAD), Anaheim, CA, July 20th
10 Legal Protection for Children with Special Needs- Chinese Parents Association for the Disabled (CPAD), Anaheim, CA, July 20th Request Information
The Importance of Wills & Trust at The Florence Sylvester Memorial Senior Center- - July 18th
The Importance of Wills & Trust at The Florence Sylvester Memorial Senior Center- - July 18th Request Information
City of Fountain Valley - How To Protect Your Home & Savings From Nursing Home Costs - June 26
City of Fountain Valley - How To Protect Your Home & Savings From Nursing Home Costs - June 26 Request Information
10 Legal Protections for Children with Special Needs- California State University Long Beach, June 20th
10 Legal Protections for Children with Special Needs- California State University Long Beach, June 20th Request Information
Estate Planning Basics- Oracle, Santa Clara, CA, June 19th
Estate Planning Basics- Oracle, Santa Clara, CA, June 19th Request Information
Legacy and Charitable Estate Planning-California State University Fullerton, June 15th
Legacy and Charitable Estate Planning-California State University Fullerton, June 15th Request Information
Estate Planning Basics- Shopkick in Redwood City, CA June 13th
Estate Planning Basics- Shopkick in Redwood City, CA June 13th Request Information
Trusts and Estate Planning Basics- California State University Fullerton, June 8th
Trusts and Estate Planning Basics- California State University Fullerton, June 8th Request Information
Kids Guardian Workshop- Good Shepherd Lutheran Church, Irvine, CA on June 5th
Kids Guardian Workshop- Good Shepherd Lutheran Church on June 5th Request Information
Mission Viejo Senior Center - How to Protect Your Home & Savings from Nursing Home Costs - May 23rd
Mission Viejo Senior Center - How to Protect Your Home & Savings from Nursing Home Costs - May 23rd Request Information
Mission Viejo Senior Center - How to Protect Your Home & Savings from Nursing Home Costs - May 21st
How to Protect Your Home and Savings From Nursing Home Costs! The Hidden Secrets of Medi-Cal and V.A. Benefit Planning. Request Information
10 Legal Protections for Children with Special Needs- The Placentia-Yorba Linda Unified School District, Yorba Linda, CA, May 15th
The Special Needs Workshop is for parents and grandparents of a child with a disability. Through real life stories and easy to understand legal principles, our presenters help parents understand the legal and practical steps they must take to ensure a lifetime of love and care for their child. Request Information
Edward Jones Workshop on Elder Law, Tustin, CA, May 14th
Edward Jones Workshop on Elder Law, Tustin, CA, May 14th Request Information
Child's World Preschool - Kids Guardian Workshop : April 30th
The Kids Guardian Workshop is our most popular workshop. Through easy to understand examples, and real-life stories, the workshop educates parents on the legal and practical steps they must take to protect their children if the parents were seriously injured or passed away. Request Information
United Cerebral Palsy - 10 Legal Protections For Children With Special Needs : April 25th
The Special Needs Workshop is for parents and grandparents of a child with a disability. Through real life stories and easy to understand legal principles, our presenters help parents understand the legal and practical steps they must take to ensure a lifetime of love and care for their child. Request Information
City of Orange - How to Protect Your Home & Savings from Nursing Home Costs - April 24th
The Elder Law Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily. Request Information
United Cerebral Palsy - Kids Guardian Workshop : April 16th
The Kids Guardian Workshop is our most popular workshop. Through easy to understand examples, and real-life stories, the workshop educates parents on the legal and practical steps they must take to protect their children if the parents were seriously injured or passed away. Request Information
Concordia University Irvine - Kids Guardian Workshop : March 28th
The Kids Guardian Workshop is our most popular workshop. Through easy to understand examples, and real-life stories, the workshop educates parents on the legal and practical steps they must take to protect their children if the parents were seriously injured or passed away. Request Information
Sunshine Preschool - Estate Planning Basics : March 20th
Basic Estate Planning Workshop educates people on the legal and practical steps taken to protect their loved ones in the event of their disability or death. Request Information
Tax & Financial Group - Basic Estate Planning Workshop - March 9th
Basic Estate Planning Workshop educates people on the legal and practical steps taken to protect their loved ones in the event of their disability or death. Request Information
City of Orange - How to Protect Your Home & Savings from Nursing Home Costs - April 23 2019
The Elder Law Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily. Request Information
NAMI - OC: 10 Legal Protections for Children with Special Needs - February 27th
The Special Needs Workshop is for parents and grandparents of a child with a disability. Through real-life stories and easy to understand legal principles, our presenters help parents understand the legal and practical steps they must take to ensure a lifetime of love and care for their child. Request Information
Engel & Volkers with Jessica Griffith - Don’t Go Broke Paying For Long Term Care! The Hidden Secrets Of Medi-Cal And V.A. Benefit Planning : February 6, 2019
The Elder Law Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily. Request Information
Oracle: Basic Estate Planning Workshop - January 23, 2019
This is a private Basic Estate Planning Workshop to educate the Oracle team on the legal and practical steps taken to protect their loved ones in the event of their disability or death. Request Information
FREE Elder Law & Long Term Care Workshop - January 9th & January 10th
Join us, attorneys Laura and Josh Meier for a FREE informative and interactive workshop where we will go over "How to Protect Your Home and Savings From Nursing Home Costs." Request Information
Kids Guardian Workshop | Basic Estate Planning | Asset Protection Planning - November 8, 2018
This is a corporate event that will consist of three session hosted for Apple employees throughout the day. We'll cover each of the three above areas. Attendees can come to one or all three. Request Information
Basic Estate Planning Continuing Legal Education - November 7th.
Basic Estate Planning Continuing Legal Education - November 7th. During this workshop we will educate in-house counsel on the legal and practical steps taken to protect loved ones in the event of disability or death. Request Information
Estate Planning Basics - Continuing Legal Education - October 30, 2018
Basic Estate Planning Continuing Legal Education - October 30, 2018. During this workshop we will educate in-house counsel on the legal and practical steps taken to protect loved ones in the event of disability or death. Request Information
Medi-Cal; VA Benefits Under the Trump Administration - October 27, 2018
This is a FREE informative and interactive 90 minute workshop where we will go over... How to Protect Your Home and Savings From Nursing Home Costs! The Hidden Secrets of Medi-Cal and V.A. Benefit Planning. Request Information
Estate Planning Basics - October 16, 2018
The Basic Estate Planning Workshop educates you on the legal and practical steps you take to protect your loved ones in the event of their disability or death. It is usually conducted at businesses, senior living facilities, universities, and philanthropic organizations. Through real life stories and easy to understand legal principles, Laura and Josh help you really think about how to meet your legal and moral obligations to your loved ones, and ensure your assets will pass to who you want, and avoid a long, expensive probate court process. Request Information
10 Legal Protections for Children with Special Needs - October 4, 2018
The Special Needs Workshop is for parents and grandparents of a child with a disability. Through real life stories and easy to understand legal principles, our presenters help parents understand the legal and practical steps they must take to ensure a lifetime of love and care for their child. Our presenters are personally involved with organizations that benefit children with disabilities, and they are committed to helping parents obtain the services, care, education, and future that their family deserves. Request Information
Estate Planning Basics - September 27, 2018
The Basic Estate Planning Workshop educates you on the legal and practical steps you take to protect your loved ones in the event of their disability or death. It is usually conducted at businesses, senior living facilities, universities, and philanthropic organizations. Through real life stories and easy to understand legal principles, Laura and Josh help you really think about how to meet your legal and moral obligations to your loved ones, and ensure your assets will pass to who you want, and avoid a long, expensive probate court process. Request Information

Book

Parent Planning
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The Guide to Protecting Your Child with a Will and Trust
In Good Parents Worry, Great Parents Plan, top family trust attorney and mother of four young children, Laura K. Meier, shows you the legal and practical steps you must take to protect your children from temporary foster care, courtrooms, loss of inheritance, and other turmoil most kids experience when their parents pass away. Order Now

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