OCTOBER SEMINAR:
Plan for Retirement and Make it Last!
6:15pm - 8pm
With Special Guest Rashid A. Coleman, V.P. / Private Client Advisor / J.P. Morgan Chase Bank

OCTOBER TOPIC
- Plan for Retirement and Make it Last! -

GUEST SPEAKER:
We are excited to announce that Rashid Coleman, V.P. / Private Client Advisor, will be joining Endy as our guest speaker this month.


Rashid A. Coleman - V.P. / Private Client Advisor J.P. Morgan Chase Bank
For over 15 years Rashid has helped his clients plan for their most important financial goals including retirement, college savings and wealth transfer. Rashid is an Oakland native where he currently lives with his wife and daughter.


HOST

Endy Ukoha-Ajike- Tax and Estate Planning Attorney
Endy is an Oakland (Jack London Square) based Tax & Estate Planning Attorney with over 16 years of experience. He has helped countless families throughout California develop individualized estate plans and has administered many estates over that period. For more information about Endy, please visit: www.ukohalaw.com.

JOIN THE CONVERSATION!

Our goal is to make the seminar as informative and interactive as possible. Please submit any questions that you have on our August topic and Alex and Endy will address them at the seminar. Submit Your Questions

WINE + APPETIZERS
FREE TO ATTEND
SPACE IS LIMITED
REGISTER NOW

RSVP

 

 

 


AUGUST SEMINAR:
Real Estate Inheritance: Common Ways of Transferring Title to your Heir(s)
6:15pm - 8pm
With Special Guest Alex Sandoval, Real Estate Broker

AUGUST TOPIC
- Real Estate Inheritance -
Common Ways of Transferring Title to Your Heir(s)

GUEST SPEAKER:
We are excited to announce that Alex Sandoval, Real Estate Broker, will be joining Endy as our guest speaker this month.


Alex Sandoval, Real Estate Broker
Probate and Trust Specialist (License #: 01202722)
Alex is a leading authority in handling Probate and Trust sales for Personal Representatives, Administrators, Successor Trustees, and Professional Fiduciaries. For more than 21 years, he has built an impeccable team that provides exceptional service which has earned him repeat and referral clients. With a people-friendly approach Alex has developed a sensible and direct way of handling even the most complex details of each Probate or Trust sale from start to finish. Alex brings a wealth of knowledge and understanding from having to work for the most demanding attorneys and CPAs in the area who expect nothing less than outstanding results.
For more information email alexsandoval2020@gmail.com.


HOST

Endy Ukoha-Ajike- Tax and Estate Planning Attorney
Endy is an Oakland (Jack London Square) based Tax & Estate Planning Attorney with over 16 years of experience. He has helped countless families throughout California develop individualized estate plans and has administered many estates over that period. For more information about Endy, please visit: www.ukohalaw.com.

JOIN THE CONVERSATION!

Our goal is to make the seminar as informative and interactive as possible. Please submit any questions that you have on our August topic and Alex and Endy will address them at the seminar. Submit Your Questions

WINE + APPETIZERS
FREE TO ATTEND
SPACE IS LIMITED
REGISTER NOW

RSVP

 

 

 


JUNE SEMINAR:
Planning Your Living Trust: From Drafting to Administration
6:15pm - 8pm

JUNE TOPIC
Planning Your Living Trust: From Drafting to Administration

LEARN FROM THE EXPERT!

Endy Ukoha-Ajike- Tax and Estate Planning Attorney
Endy is an Oakland (Jack London Square) based Tax & Estate Planning Attorney with over 16 years of experience. He has helped countless families throughout California develop individualized estate plans and has administered many estates over that period. For more information about Endy, please visit: www.ukohalaw.com.

JOIN THE CONVERSATION!

Our goal is to make the seminar as informative and interactive as possible. Please submit your questionson our June topic and Endy will address them at the seminar.

WINE + APPETIZERS
FREE TO ATTEND SPACE IS LIMITED
REGISTER NOW

RSVP

 

 


APRIL SEMINAR:
Your Health Care Options in Retirement
6:15pm - 8pm

With Special Guests Ervin Thompson, ChFC- Chartered Financial Consultant and Lewis Phillips- Senior Financial Advisor

APRIL TOPIC
Your Health Care Options in Retirement

GUEST SPEAKER:
We are excited to announce that Ervin Thompson, ChFC- Chartered Financial Consultant and Lewis Phillips- Senior Financial Advisor at Merrill Lynch Wealth Management, will be joining Endy as our guest speakers this month.

Ervin Thompson, ChFC-Chartered Financial Consultant
Ervin Thompson is the owner of Thompson Insurance Solutions and Thompson Information Services. He has over twenty-five years experience in the financial services industry substantially in the area of Executive Compensation Arrangements, Business Succession Planning and Estate Planning. Ervin specializes in working with Tax Attorneys employing his well-developed presentation and interpersonal communication skills providing high level financial solutions to the exclusive clientele of the firms.



Lewis Phillips- Senior Financial Advisor at Merrill Lynch Wealth Management
Lewis has been in the financial services industry since 1996 and joined Merrill Lynch in 2013. His focus is on developing strategies and solutions for high-net worth individuals, their families and their business to help them meet their short and long–term financial goals. Lewis’s approach to wealth management is consultative, objective and committed to excellence in service and value based solutions. Lewis is a graduate of Hiram College and holds a B.S. Business Management. He and his wife, Michelle live in Alameda.


HOST

Endy Ukoha-Ajike- Tax and Estate Planning Attorney
Endy is an Oakland (Jack London Square) based Tax & Estate Planning Attorney with over 16 years of experience. He has helped countless families throughout California develop individualized estate plans and has administered many estates over that period. For more information about Endy, please visit: www.ukohalaw.com.

JOIN THE CONVERSATION!

Our goal is to make the seminar as informative and interactive as possible. Please submit any questions that you have on our April topic and Ervin, Lewis and Endy will address them at the seminar. Click Here to Submit Questions.

WINE + APPETIZERS
FREE TO ATTEND SPACE IS LIMITED
REGISTER NOW

RSVP

 

 


FEBRUARY SEMINAR:
Business Formations, Accounting and Tax Tips for Filing
6:15pm - 8pm

With Special Guest Anna Koltunov, Tax Accountant

FEBRUARY TOPIC
Business Formations, Accounting and Tax Tips for Filing

GUEST SPEAKER:
We are excited to announce that Anna Koltunov, Tax Accountant, will be joining Endy as our guest speaker this month.

Anna Koltunov- Tax Accountant
Anna is a knowledgeable, professional public accountant and Certified Tax Preparer with over 12 years experience. She regularly works with individuals, small and medium sized businesses, assisting them with their financial, accounting, and tax needs.
Anna has a B.S. in Accounting, and an MBA from Golden Gate University with a concentration in Forensic Accounting. She started her accounting career abroad. After moving to California, she spent the next five years with an accounting and tax firm, where she served as an Associate Accountant.
Currently Anna is a Finance Director at an International manufacturing Company based in Concord. She still runs her tax and accounting practice by helping her clients to achieve stable financial and tax goals.
Anna will discuss accounting related to business formations, any new tax rules and tips for filing your personal and business taxes in 2017.

REGISTER NOW

RSVP


DECEMBER SEMINAR+
CLIENT APPRECIATION HOLIDAY PARTY
- 6pm -9pm


Our clients are at the heart of what we do. It is because of you that we practice law and we are grateful to work with all of you. We want to thank you for your business this holiday season and invite you to our holiday party!

EVENING DETAILS

6PM - 7PM SEMINAR-TRUSTS 101
7PM - 9PM HOLIDAY PARTY- HORS D'OEUVRES + WINE


RSVP


OCTOBER SEMINAR: Your "Real" Estate- 6pm -8pm
With Special Guest Lillie Turner, CEO at The Turner Advantage Realty Team

OCTOBER TOPIC

Your "Real" Estate
A case study on critical decisions that impact your Estate Plan

GUEST SPEAKER:
We are excited to announce that Lillie Turner, REALTOR®, will be joining Endy as our guest speaker this month.

JOIN THE CONVERSATION!

Our goal is to make the seminar as informative and interactive as possible so please submit any questions that you have on this month's topic and Endy and Ervin will address them at the seminar. Click Here to Submit Questions.

REGISTER NOW

RSVP


SEPTEMBER SEMINAR: Open Enrollment: How your Medicare and Medi-Cal Choices may impact your Family - 6pm -8pm
With Special Guest Ervin Thompson, ChFC

GUEST SPEAKER:
We are excited to announce that Ervin Thompson, ChFC, will be joining Endy as our Guest Speaker this month.

TOPICS

Open Enrollment: How your Medicare and Medi-Cal Choices may impact your Family

JOIN THE CONVERSATION!

Our goal is to make the seminar as informative and interactive as possible so please submit any questions that you have on this month's topic and Endy and Ervin will address them at the seminar. Click Here to Submit Questions.
REGISTER NOW

RSVP


AUGUST SEMINAR: Retirement Planning: 10 Steps to Financial Confidence - 6pm -8pm
With Special Guest Raymond Preston Retirement Planning Specialist with AXA Advisors

GUEST SPEAKER:
We are excited to announce that Raymond Preston, Retirement Planning Specialist with AXA Advisors, will be joining Endy as our Guest Speaker this month.

JOIN THE CONVERSATION!

Our goal is to make the seminar as informative and interactive as possible so please submit any questions that you have on this month's topic and Endy and Lewis will address them at the seminar. Click Here to Submit Questions.
REGISTER NOW

RSVP


GUEST SPEAKER:
We are excited to announce that Raymond Preston, Retirement Planning Specialist with AXA Advisors, will be joining Endy as our Guest Speaker this month.

JOIN THE CONVERSATION!

Our goal is to make the seminar as informative and interactive as possible so please submit any questions that you have on this month's topic and Endy and Lewis will address them at the seminar. Click Here to Submit Questions.
REGISTER NOW

RSVP


JULY SEMINAR Inheritance: How much is left for me?
(after the taxes are paid)
- 6pm -8pm

GUEST SPEAKER:
We are excited to announce that Ann Opara, CPA will be joining Endy as our Guest Speaker this month.

They will explore which taxes are payable by the Estate:

  • Capital Gains Tax?
  • Income Taxes of the Estate?
  • Income Tax of the Decedent?
  • Estate Taxes?
  • Property Taxes?
  • Are life insurance policy payouts taxable?
REGISTER NOW

RSVP


JUNE SEMINAR Protecting your Wealth from Healthcare Costs in Retirement- 6pm -8pm

With Special Guest Lewis Phillips- Senior Financial Advisor

Protecting your Wealth from Healthcare Costs in Retirement!

LEARN FROM THE EXPERTS!
When polled about their life priorities, 72% of retirees and pre-retirees said health problems are their #1 concern (Merrill Lynch/Age Wave study).

GUEST SPEAKER:
We are excited to announce that Lewis Phillips- Senior Financial Advisor at Merrill Lynch Wealth Management, will be joining Endy as our Guest Speaker this month.

Join Endy and Lewis as they discuss:

  • How rising healthcare costs affect your assets when you retire
  • Medi-Cal Estate recovery from CA Department of Healthcare Services
JOIN THE CONVERSATION!
Our goal is to make the seminar as informative and interactive as possible so please submit any questions that you have on this month's topic and Endy and Lewis will address them at the seminar. Click Here to Submit Questions.

RSVP


MAY SEMINAR Social Media- Who owns your content after you die? 6pm - 8pm

LEARN FROM THE EXPERTS!

We live in a digital age where technology and social media have become a part of our daily lives. Have you ever thought of what happens to your digital assets after you die? This includes:

  • Email
  • Blogs
  • Facebook
  • LinkedIn
  • Instagram
  • Pinterest
  • Twitter
  • YouTube
  • Snapchat
  • Online Dating Profiles

GUEST SPEAKER:

We are excited to announce that Fidel Nwamu- Intellectual Property Attorney, will be joining Endy as our Guest Speaker this month.

Join Endy and Fidel as they discuss this newly developing area of law dealing with the ownership of social media content. They will explore the different aspects that are implicated such as:


  • Privacy Issues
  • Contract between you and the social media provider
  • Ownership of the content in relation to your Estate Plan

RSVP


APRIL SEMINAR Estate Planning - Impact of Life Altering Events
With Special Guest Ervin Thompson, ChFC
5:30pm - 7:30pm

Join us at our NEW LOCATION, Lungomare, for a relaxing evening and discussion over wine + cheese!

Ervin Thompson is the owner of Thompson Insurance Solutions and Thompson Information Services. He has over twenty-five years experience in the financial services industry substantially in the area of Executive Compensation Arrangements, Business Succession Planning and Estate Planning. Ervin specializes in working with Tax Attorneys employing his well-developed presentation and interpersonal communication skills providing high level financial solutions to the exclusive clientele of the firms.
Ervin will address the effects of divorce on your retirement arrangements and life insurance policies.

Join the Conversation!

Our goal is to make the seminar as informative and interactive as possible so please submit any questions that you have on this month's topic and Endy will address them at the seminar. Click Here to Submit


March Seminar Transfer on Death Deed: New Law in CA 5:30pm - 7:30pm

Join us at our NEW LOCATION, Lungomare, for a relaxing evening and discussion over wine + cheese!

March Topic: Transfer on Death Deed: New Law in CA

Learn About

  • Overview of the new law
  • What the tax consequences are of the law
  • How it affects your property transfer
  • Answers to commonly asked question

Join the Conversation!

Our goal is to make the seminar as informative and interactive as possible so please submit any questions that you have on this month's topic and Endy will address them at the seminar. Click Here to Submit


February Seminar - Trust Administration 102 5:30PM - 7PM

Join Us for a relaxing evening and discussion about Trust Administration over wine + cheese!

Trust Administration 102 will provide tips to help you/your loved ones/trustee:

  • Avoid Trust Litigation
  • Learn what to do when assets are not transferred (funded) into the trust
  • "Fix" the Trust

Join the Conversation!

Our goal is to make the seminar as informative and interactive as possible so please submit any questions that you have on this month's topic and Endy will address them at the seminar. Click Here to Submit