Educational Seminars for the Public

Our attorneys regularly present educational seminars for the public and for fellow professionals on the topics listed in this section. If you or your organization is interested in any of our listed presentations, please call our office with your request.

• Trustee Responsibilities
• Life Care Planning
• Medi-Cal Planning
• IRA Retirement Trust Planning
• Special Needs Planning

Continuing Education Seminars for Professionals

THE MOYNIHAN LAW FIRM, through its membership in the Southern California Institute, provides educational programs to professionals throughout California. Below are four continuing education credit approved program series our attorneys are available to represent entirely or in part to Accountants, Financial Advisors and Attorneys:

The Family EstateCare™ Series

1. Trustee Training – Rights and Responsibilities
2. Understanding Basic Estate Planning
3. Basic Estate Planning Plus – Life Insurance Trusts
4. Medi-Cal: The 3 Lies and 8 Mistakes
5. The Alphabet Soup of Advanced Estate Planning
6. Attracting and Working with Affluent Families

The Family Real EstateCare™ Series

1. The Ramifications of Real Estate Assets – Ownership, Use, Taxation and Protection
2. 5 Ways Out of Highly Appreciated Property
3. Advanced Asset Protection for Real Estate Owners
4. Integrated Real Estate Strategies
5. How to Attract and Work with Real Estate Owners

The Family FinancialCare™ Series

1. Protection and Risk Management
2. Pre and Post Retirement Planning
3. Investment Principles
4. Tax Reduction Strategies
5. Financial Estate Planning
6. Attracting and Working with Business Owners

The Family BusinessCare™ Series

1. A Work in Progress
2. Entity Choices
3. Employee Benefits for All
4. Key Employee Benefits
5. Exit Strategies and Business Successions