Our next live Estate Planning workshops will be held in January in the San Luis Obispo/Paso Robles area.

Need a refresher course or know someone who

would benefit from our workshop?

Here is the info.:

In San Luis Obispo at

The Courtyard by Marriott

1605 Calle Joaquin Road

Wednesday, Jan. 25th, 10:00 a.m. to 12:15 p.m. - or -

Saturday, Jan. 28th, 10:00 a.m. to 12:15 p.m. - or -

Tuesday, Jan. 31st, 7:00 p.m. to 9:15 p.m.

In Paso Robles at

The Hampton Inn & Suites

212 Alexa Court

Wednesday, Jan. 25, 7:00 p.m. to 9:15 p.m. - or - 

Tuesday, Jan. 31st, 10:00 a.m. to 12:15 p.m. 

Please feel free to forward this information to anyone

who may be interested.

Estate Planning Videos

Looking to watch a video on a particular Estate Planning topic? Visit our YouTube Channel or website to choose from our educational series. Topics include:

• How Botti & Morison Makes Estate Planning Easy
• How to Avoid Capital Gains Tax in California
• A/B Trusts
• Health Care Directives
• A Properly Crafted Comprehensive Estate Plan
• How a Durable Power of Attorney Avoids Financial Conservatorship
• How a Trust Avoids Financial Conservatorship
• What is Conservatorship
• How a Health Care Directive Avoids Medical Conservatorship