Upcoming Events!
While some events are reserved only for clients, we offer many free public events. We share upcoming events here.
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:
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IRS Definitions: Simple vs. Complex trusts—which one is yours?
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The “Responsible Party”: Whose info legally belongs on the form.
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Critical Deadlines: When you must have the EIN to avoid penalties.
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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:
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Wills vs. Trusts: Which one do you actually need?
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Avoid Probate: Keep your loved ones out of court.
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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: We're about to retire with $1.5 million in rental properties and investments. What should my estate plan look like?
August 5th 12:00 PM (Noon)
Secure your family’s future and gain peace of mind.
Join attorney Francisco Sirvent for a concise, plain-English breakdown of how to structure your estate plan when balancing real estate and investment portfolios for retirement.
Key Takeaways:
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Generational Wealth & Protection: Discover which estate planning and asset protection strategies you actually need to protect a $1.5M+ portfolio.
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Tax & Probate Efficiency: Learn how to safeguard your legacy and pass down your rental properties and investments to the next generation without disruption or unnecessary taxes.
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Strategic Succession: Keep your personal wealth and property structures secure, ensuring a seamless transition for your heirs.
WEBINAR: Generational Walls: Structuring Your LLC for Privacy and Seamless Succession
August 12th 12:00 PM (Noon)
Join Michelle Dexter. Secure your family’s future and gain peace of mind. Join attorney Michelle Dexter for a concise, plain-English breakdown of structuring your LLC for privacy and seamless succession. Key Takeaways:
Generational Walls: Which asset protection strategy do you actually need? Maintain Privacy: Keep your business and personal assets out of the public eye. Seamless Succession: Safeguard your legacy and pass down your company without disruption. 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
August 19th 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: I own a home up north and a place in Arizona. Do I need two trusts?
September 1st 12:00 PM (Noon)
Secure your family’s future and gain peace of mind.
Join attorney Francisco Sirvent for a concise, plain-English breakdown of how to structure your estate plan when owning property across multiple states.
Key Takeaways:
Multi-State Wealth & Protection: Discover which estate planning and trust strategies you actually need when balancing a home up north and a place in Arizona.
Tax & Probate Efficiency: Learn how to avoid the trap of “double probate,” safeguarding your out-of-state real estate so it passes to the next generation without disruption or unnecessary taxes.
Strategic Succession: Keep your multi-state property structures secure, ensuring a seamless, unified transition for your heirs.
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.