The Financial Forum welcomes Philip Greenan of the Nearon Law Firm on April 23rd at 3 PM in the Fireside Room at Gateway Clubhouse. His talk will be on Estate Planning and consists of these topics:
- New Developments in Estate Planning.
- Trusts as a vehicle for generational wealth.
- Special needs Trusts/ Spendthrift provisions.
- AB vs Non-AB Trusts: Which is better for your family?
- Retirement Accounts: Pros and Cons of naming the Trust as a beneficiary.
Mr. Greenan earned his JD from Golden Gate University in 2013. Joining David A. Nearon PLC in 2018, Phil brings a unique perspective to counseling estate planning clients on strategies for preparing for the seamless administration of their estates.
The Financial Forum is a 501 (c)3 in good standing. Our mission is to educate our members in all finance matters, from wealth management, estate planning, insurance, real estate, fraud prevention, and identity theft. Donations are welcomed and greatly appreciated. There will be light refreshments offered. To sign up, please press the Register button. For more information on the speakers or how to become a member, please call Joe Hoffman at 925-954-7912.
