🍁 Estate Planning News

Our Team Welcomes Attorney Karen Dion

Our Team Pictured Left to Right:

Paul Morison, Julia Hunt, Shalyn Bibbens, Karen Dion, Jacqueline King, Pat Minero, Christopher Botti

A Warm Welcome to Karen Dion

We are thrilled to introduce the latest addition to our team at Botti & Morison Estate Planning, Ltd., Karen Dion, a seasoned legal professional with an impressive track record in the field of law.

Karen's journey in the legal world began as a civil litigator, where her dedication and expertise were evident from the start. Over the past 25 years, she honed her skills in consumer bankruptcy, excelling in client relations, negotiation, and her comprehensive understanding of the law. Karen's ability to pay meticulous attention to detail and her knack for problem-solving while providing passionate and empathetic guidance has earned her accolades throughout her career.

Her experience has made her acutely aware of the repercussions that can unfold without proper estate planning. This firsthand insight has led Karen to shift her focus to offering comprehensive legal counsel in all facets of estate planning and administration. Having served as both executor and successor trustee and litigated contentious matters, Karen intimately understands the emotional turmoil and challenges families and friends face during such times. She is committed to providing compassionate assistance tailored to each client's unique estate planning and administration needs.

Karen is a licensed attorney in both California and Wisconsin and holds admission to the United States District Court, Central District of California. She earned her Juris Doctorate degree from the University of Wisconsin Law School in 1995 and served as the Managing Editor of the Wisconsin International Law Journal. Beyond her legal pursuits, Karen finds solace in spending quality time with her family while engaging in various outdoor adventures. Her love for surfing, skiing, and her lifelong dedication to equestrian activities reflect her adventurous spirit and diverse interests.

Karen's client-centric approach, her extensive experience in asset preservation, and her wide-ranging legal skills have been seamlessly integrated into the realm of estate planning. Collaborating closely with us, Karen is eager to leverage her expertise to benefit our clients. We are excited to have her on board.

Welcome, Karen Dion!

Recent Blogs Posts

How to Pass On Your Heirlooms and Forego the Drama

Passing down heirlooms from generation to generation is a cherished tradition that transcends time and culture. These tangible mementos of our family’s history hold sentimental value and can help keep the stories of our ancestors alive. However, we often unwittingly pass on unresolved family tensions and disputes alongside the passing of precious heirlooms. It is essential to recognize the potential for family drama when planning your estate to ensure a smooth transition of your legacy. This blog post will explore the importance of mindful estate planning, open communication, and preserving family harmony to ensure that your heirlooms are embraced with joy rather than marred by discord. Read more...

Essential Estate Planning Documents for College-Bound Students

Sending your child to college is an exciting time filled with new opportunities and challenges. While you’re busy helping them pack and preparing for the transition, it’s crucial to consider their well-being and future security. As a parent in California, ensuring your college-bound student has the proper estate planning documents in place is a responsible step that can provide both of you with peace of mind. Once your child turns eighteen in California, they become an adult, and your right to make medical and financial decisions as well as gain access to their information terminates. Here is what can be done about it.

Did you miss the Prop 19 Blog?

The recent changes brought about by Prop 19 have had significant negative impacts on estate planning for our clients. Virtually every one of our clients regrets that Prop 19 has passed. Our clients want to know what can be done about it. What follows is what can be done by you. Read more...

Upcoming Workshops

We are extremely happy to announce that we are having another series of live Estate Planning Workshops in the Camarillo, Thousand Oaks, and Simi Valley areas.

Perhaps you, a family member, or a friend would benefit from attending our workshop. The workshop dates and times are as follows:

Camarillo Estate Planning Workshop

Hampton Inn & Suites

50 W. Daily Dr.,

Camarillo, CA 93010

Saturday, October 7th, 10:00 a.m. to 12:00 p.m. – or –

Wednesday, October 11th, 7:00 p.m. to 9:00 p.m.

Thousand Oaks Estate Planning Workshop

Courtyard by Marriott

1710 Newbury Rd.,

Thousand Oaks, CA 91320

Wednesday, October 11th, 10:00 a.m. to 12:00 p.m.

Simi Valley Estate Planning Workshop

Courtyard by Marriott

191 Cochran St.

Simi Valley, CA 93065

Wednesday, 11/8, 10:00 a.m. - 12:00 p.m. – or –

Wednesday, 11/8, 7:00 p.m. - 9:00 p.m. – or –

Saturday, 11/11, 10:00 a.m. - 12:00 p.m. – or –

Tuesday, 11/14, 7:00 p.m. - 9:00 p.m.

Note that the attorneys will be available to answer individual questions at the conclusion of the presentation; therefore, please allow for additional time.

To register for any one of these workshops, please click here and select the date and time you wish to attend or feel free to forward this email to anyone who you feel would be interested in attending. Seating is limited.