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Estate Planning 101 - Lunch & Learn

  • 27 Aug 2024
  • 12:00 PM - 1:00 PM
  • Virtual via Google Meet
  • 13

Registration


Registration is closed

Estate Planning 101—Wills, Trusts, & Peace of Mind!

Presented By: Laura Meier, Esq.

Overview: Stop worrying about the ‘what-ifs’ in life and learn how to protect yourself, your assets, and your loved ones no matter what life brings.

What you’ll learn:

  • How to ensure your minor children would never be placed in the care of strangers during a sudden emergency or serious illness.
  • How to avoid a long and expensive court process known as probate that would cost your loved ones’ tens of thousands of dollars.
  • How to protect your family members’ inheritances from creditors, predators, future marriages, and lawsuits.
  • How to make your medical wishes known and ensure they are followed.
  • How to leave behind far more than just money.

 Presenter Biography

Laura Meier is a California Family Trust, Special Needs, and Elder Law Attorney. She helps families stop worrying about the ‘what ifs’ in life, and instead helps them prepare for and navigate major life events through proper estate planning.

Laura founded the Meier Law Firm back in 2010 from her kitchen table after leaving big law firm life behind. With a heart for helping others, she wanted to create a firm where families felt like they had a lawyer in the family they could turn to for sound legal advice, compassion, and care. Today, the Meier Law Firm has become one of the premier estate planning law firms in Orange County, with the highest online client ratings possible and an invaluable team of twelve committed to making our clients’ lives better. Laura is deeply grateful for the families who have trusted her and her team throughout the years.

Beyond counseling her private clients, Laura is the author of THE FAMILY NEST EGG (Diversion Books and Penguin Random House, 2021), GOOD PARENTS WORRY GREAT PARENTS PLAN (2014), and co-host of the IF LIFE WERE PERFECT podcast (Apple Podcasts New and Noteworthy Top Shows, 2019). Laura has contributed to several national media outlets including NBC-TV, ABC-TV, CBS-TV, FOX-TV, ESPN Radio, NBC Radio, Worth Magazine, The Fiscal Times, and more. She frequently speaks at universities, corporations, and non-profits on financial and estate planning topics.

Before founding the Meier Law Firm, Laura worked at a national law firm where she counseled California cities and agencies. She received her J.D. from a top law school —
J. Reuben Clark Law School (BYU) (2003), and her B.A. in English from California State University Long Beach where she played on the Women’s Soccer Team (2000). Laura is an active member of Wealth Counsel and Elder Law Counsel—both nationally recognized programs for estate planning lawyers that provides top training and continuing education.

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OCPA is a State Bar of California Approved MCLE provider and certifies that this event qualifies for MCLE CREDIT 1.0

$10.00 for OCPA Members only.

$20.00 for Non-Members.

$5.00 for OCPA Students only.

The link for Google Meet registration will be sent in the registration confirmation email after payment is completed.  Please be sure to follow any instructions to ensure that you receive the link for the Google Meet.  Note if you are calling in, provide us with the phone number you will be using.

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Per OCPA Policy, please pay via Debit or Credit Card on the website. Check or cash payments are not accepted. 

*Cancellation Policy* - If you need to cancel your registration, please e-mail Danielle Olson at VPAdministration@ocpa.org at least 48 hours prior to the event in order to receive credit for a future meeting. No refunds will be issued. 



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