Heidi Klippel, frequently gives educational presentations throughout the San Diego community to provide attendees a core understanding as to the fundamentals and importance of estate planning in California. Those who have attended these speaking engagements have come away with invaluable knowledge of how to protect their assets from probate. Heidi has spoken at the following venues with great success:
- University of California San Diego
- Scripps Hospital
- Jewish Community Center
- Kiwanis Club
- Rotary Club
- Town Hall Forum
- Retirement Community – Cypress Court of Escondido
- Retirement Community – Casa de las Campanas of Poway
- Dana Point Ritz for Federated Insurance
- Workshops for Federated Insurance
- Alzheimer’s Association
Unless you request a specific presentation tailored to your organization, Heidi typically discusses the following: (1) what is an estate plan, (2) who needs an estate plan, (3) what is the difference between a will and a trust, (4) what happens if I do not have an estate plan, (5) how does estate planning protect me if I become incapacitated, (6) how does estate plan protect me if I have a serious medical condition, (7) what is probate and why is the probate process so inefficient in California, (8) if I already have an estate plan what changes, if any, have occurred that I should be made aware of, (9) common mistakes people make, and (10) how should your assets be titled to avoid probate. This educational presentation is an “interactive” presentation wherein the participants are encouraged to ask questions and solicit direct feedback.
If you are interested in having Heidi or an associate of the firm present an educational forum, at no charge, to your company, we invite you to contact our office as we are happy to schedule presentations. Additionally, many companies in San Diego County offer legal insurance to their employees as part of their benefits package. It is important to note that our firm is a provider for almost all legal insurance companies.