Instructor: Paul D. Velasco, founder of Velasco Law Group, APC
SBAOR Member Cost: Free to SBAOR Members
Non-Member Cost: $25
Time: 10:00am-11:00am
Location: VIA ZOOM
Click to Register
Sponsor: Carly Saltzman - PNC Bank
Sponsor: Kim Edwards - Farmers and Merchant Bank

Common Estate Plan Mistakes
Wednesday, February 3rd, 2021

"Paul will briefly discuss the basics of estate planning and why it is so important to get it right.
His presentation will also focus on the most common estate planning mistakes made by
individuals and families and the costly problems and disputes that they lead to. In his trust
litigation practice, Paul represents successor trustees and beneficiaries involved in disputes or
other court proceedings that very often are the result of mistakes, omissions and/or bad planning
by attorneys, paralegals or other professionals involved in the estate planning process, or by
people who drafted their own documents using Legal Zoom or other online programs. Paul will
discuss many of the cases that he deals with on a daily basis and show how proper planning can
avoid or minimize family disputes and ensure that the decedents final wishes may be properly
carried out"