Living Trust Basics: Learn how to become a resource of knowledge for your clients.

Tuesday, December 5, 2017; 2:00 PM - 3:00 PM
PSAR South County,
880 Canarios Ct., Chula Vista, CA 91910
Entry Fee: FREE for PSAR & NSDCAR Member; $20 Non-Members

Become a  knowledgeable resource for your clients by learning these facts: 
  • Why taking title in a trust is the most superior form of vesting.
  • Why vesting is the single-most important decision to make next to owning real estate.
  • What a trust is, and what it is NOT.
  • How to avoid Probate.
Instructor Pablo C. Palomino is the Principal and Founder of 
Legacy, APC–a law firm solely dedicated to the preservation, protection, and distribution of Trusts and Estates.
Pablo established Legacy, APC in 2006 after several successful years at a local boutique estate planning law firm. He is fully bilingual and uniquely skilled to serve Spanish-speaking clients throughout California. Most days Pablo is partnering with clients and their wealth management advisors to design tailored estate plans. When he is not counseling and empowering clients in this effort, his main focus is to educate them about the myriad of options they have with respect to building, preserving, and distributing their legacy in ways that are most important and efficient to them.