How to Use Life Insurance to Meet Estate Planning Needs and Goals (6 CE Credits) - McDowall Cotter San Mateo 9/18/19 8:30 AM, McDowall Cotter, Wednesday, 18. September 2019

On Wednesday September 18th, 2019 from 8:30am to 3:00pm, McDowall Cotter will be hosting our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This seminar will take place at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo. This event provides 6 CE credits for CFP’s, EA’s, and Life for in-person attendee's only. Lunch will be provided by McDowall Cotter.
In this workshop you will learn the importance of how assets (retirement plans, brokerage accounts real property and life insurance) are titled, including new California legislation for beneficiary designations for real property, the importance of Life Insurance for avoiding real property tax increases, legislation on Physician-Assisted ******* for Californians as well as estate tax basics, planning for a loved one with special needs, planning for elders, planning for blended families and A/B/C Trust Planning.
Please register and share this link for our event:
McDowall Cotter routinely provides such interpretation in the form of coverage opinions. We understand the anatomy of insurance policies and which provisions tend to cause trouble for their issuers. Our estate planning process includes planning for incapacity without probate, and consultations for making well-reasoned decisions whether you are married, have children, are single, or are part of a blended family. Our goal is to provide you with an estate plan that provides for dignity and privacy in the event of incapacity and provides for the efficient and cost effective transfer estate assets in the event of death.


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McDowall Cotter’s chief objective is to deliver exemplary legal services that are personalized, effective, and efficient. Legal matters can be confusing and intimidating; we make it our business to provide clients with the assistance they need to understand the law and with the services they desire to make it work for them.
McDowall Cotter provides comprehensive legal services in three areas of practice: civil litigation; business; and wealth preservation.
We pride ourselves on our knowledge, experience, commitment and compassion. We strive, for every client and under every circumstance, to conduct ourselves in ways that combine the care and creativity that make us excellent wealth preservation planners with the determination, teamwork and attention to detail that explain our enduring success as business counselors and litigators.

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For more information about our services, contact us at:2070 Pioneer CourtSan Mateo, CA 94403Tel 650-572-7933Fax 650-572-0834
Mountain View - Satellite Office800 W El Camino Real, Suite 180,Mountain View, CA 9040


How to Use Life Insurance to Meet Estate Planning Needs and Goals (6 CE Credits) - McDowall Cotter San Mateo 9/18/19 8:30 AM

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