Most investors have an estate plan. Few have one that is structurally designed to work.
In this eye-opening webinar, you’ll hear from a prominent estate attorney about why estate plans fail at the three critical moments that matter most: incapacity, first death, and second death.
You will learn:
- Why multi-state property ownership can trigger multiple probate proceedings
- How jointly owned assets can unintentionally disinherit children
- Why your LLC operating agreement may override your trust
- The structural difference between a basic living trust and a generational wealth plan
- Six overlooked trust provisions that determine whether your plan protects your family or creates litigation
- How to coordinate trusts and LLCs to preserve real estate across generations
If you own rental property, hold assets in LLCs, have a blended family, or expect your portfolio to grow significantly, this session will show you where most estate plans quietly break and how to fix them before it is too late.
Estate plans are tested once. The outcome is permanent.
Join us on Thursday, February 26, 2026 at 12 PM PT and make sure your structure works when it matters most.
Webinar Details
🗓 Date: February 26, 2026
⏰ Time: 12 PM PT
📍 Where: Zoom (link provided upon registration)
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