Presented Jointly By
Vista Sotheby's International Realty and Schomer Estate & Wealth Advisors
Your Hosts
Lisa Babros & Carrie Miller
Certified Probate and Trust Specialists
Vista Sotheby's International Realty
Combining decades of experience with local market expertise, Lisa & Carrie provide trusted guidance with discretion to families navigating pivotal property and life transitions.
Scott P. Schomer, Esq.
Certified Specialist, Estate Planning
Trust and Probate Law
With over 25 years of experience and an appointment as Adjunct Professor at Loyola Law School, Scott brings deep expertise to every family he advises.
What We'll Cover
- Wills and living trusts, and the protection each provides your family
- Preserving your home and savings against the cost of long-term care
- Why a power of attorney does not always hold up when it is needed
- Why adding a child to title can create unintended tax and legal exposure
- Protecting an inheritance from a beneficiary's divorce or creditors
- How probate works, and how a trust allows your family to avoid it
Complimentary Seminar
Date: September 19
Time: 10:00 AM - 11:30 AM
Location: Vista Sotheby's International Realty, 1801 S Catalina Ave, Redondo Beach, CA, 90277
