Upcoming Events!
While some events are reserved only for clients, we offer many free public events. We share upcoming events here.
WEBINAR: Intro to Wills & Trusts
May 27th 12:00 PM (Noon)
Join Francisco Sirvent. Secure your family’s future and gain peace of mind. Join attorney Francisco Sirvent for a concise, plain-English breakdown of estate planning essentials.
Key Takeaways:
Wills vs. Trusts: Which one do you actually need?
Avoid Probate: Keep your loved ones out of court.
Asset Protection: Safeguard your home and savings.
Don’t leave your legacy to chance. Join us for 45 minutes of expert guidance followed by a live Q&A.
Register »WEBINAR: Intro to Wills & Trusts
June 22nd 12:00 PM (Noon)
Join Francisco Sirvent. Secure your family’s future and gain peace of mind. Join attorney Francisco Sirvent for a concise, plain-English breakdown of estate planning essentials.
Key Takeaways:
Wills vs. Trusts: Which one do you actually need?
Avoid Probate: Keep your loved ones out of court.
Asset Protection: Safeguard your home and savings.
Don’t leave your legacy to chance. Join us for 45 minutes of expert guidance followed by a live Q&A.
Register »WEBINAR: Leaving too much money to an heir
Host: Michelle Dexter
Overview: A large inheritance is a gift, but without a plan, it’s a target. From “sudden wealth syndrome” to lawsuits and divorce, an unmanaged windfall can vanish in a single generation. Join Michelle Dexter to learn how to structure your legacy so it empowers your heirs instead of overwhelming them.
Key Discussion Points:
The 70% Rule: Why most families lose their wealth by the second generation.
The Asset Shield: Protecting an inheritance from creditors and future ex-spouses.
Smart Payouts: Using “milestones” instead of a risky lump-sum distribution.
Tax Minimization: Keeping the government’s hands off your life’s work.
Who it’s for: Parents and grandparents who want to ensure a large inheritance is a blessing, not a burden or a legal disaster.
Register »WEBINAR: Protecting Your Parents from Scams and ``New Friends``
Hosted by: Francisco Sirvent July 8th | 12:00 PM
It’s a nightmare scenario: You discover an aging parent has been “helping” a new online friend or wiring money to a stranger. With AI-powered scams on the rise, even the most sharp-minded seniors are at risk—and by the time most families notice, the money is gone.
Join Francisco Sirvent for a straight-talk session on how to shield your parents’ legacy without stripping away their independence.
We’ll discuss:
Spotting the “Grooming”: How to identify predatory “new friends” early.
The Digital Shield: Using “View-Only” access to monitor for red flags.
Legal Safety Nets: Setting up your Trust to block scammers.
The Talk: How to bring up fraud without making your parents feel defensive.
Don’t wait for a suspicious phone call to act. Register below to save your spot!
Register »WEBINAR: How to fill out an EIN after trustmaker dies
Hosted by: Michelle Dexter July 16th | 12:00 PM
When a Trustmaker passes away, their Social Security number can no longer be used for Trust business. To open bank accounts or sell property, the Trust needs its own Tax ID (EIN).
Checking the wrong box on this “simple” IRS requirement can trigger years of tax headaches. Join Michelle Dexter for 60 minutes of clarity as she breaks down the rules and definitions you need to get it right the first time.
What we’ll cover:
IRS Definitions: Simple vs. Complex trusts—which one is yours?
The “Responsible Party”: Whose info legally belongs on the form.
Critical Deadlines: When you must have the EIN to avoid penalties.
Common Traps: The mistakes that cause the IRS to reject applications.
Take the guesswork out of Trust administration. Register below to save your spot!
Register »WEBINAR: Intro to Wills & Trusts
July 22nd 12:00 PM (Noon)
Join Francisco Sirvent. Secure your family’s future and gain peace of mind. Join attorney Francisco Sirvent for a concise, plain-English breakdown of estate planning essentials.
Key Takeaways:
Wills vs. Trusts: Which one do you actually need?
Avoid Probate: Keep your loved ones out of court.
Asset Protection: Safeguard your home and savings.
Don’t leave your legacy to chance. Join us for 45 minutes of expert guidance followed by a live Q&A.
Register »Missed an Event? Catch Up Anytime!
Couldn’t make it to one of our events? No worries, we’ve got you covered! 🎥
Visit our YouTube Channel to watch recordings of past events, insights, and discussions from the Keystone Law Firm team.