Join us as Mary L Waltari presents “The Finest Family Gift: Creating an Estate Plan” (Otherwise Know As Voiding A Meandering Journey Through The Probate Court)

Creating an estate plan isn’t just about you – it’s also about your family. Your family may be receiving assets, but may also be taking on responsibility: medical, financial and carrying out your wishes. Learn how an estate plan can make life changes as seamless as possible so that your family can focus on the important things. Mary will discuss trusts, powers of attorney, health care directives, providing for family members with disabilities, and the decisions you need to make to set up your own plan.

Mary L Waltari started her career in the securities industry working for over 10 years in the areas of trading, sales, compliance, and management. She held several securities licenses. She attended law school at University of San Diego and has been in practice for over 23 years. She formerly practiced in business and securities litigation and now focuses on estate planning, special needs trusts and conservatorships. She also provides services to establish court-created special needs trusts, and advises professional and corporate trustees on the administration of the trusts. She is a recognized speaker regarding estate planning, public benefits, conservatorships and special needs trusts.

Mary L Waltari has been a Judge Pro Tem of the San Diego Superior Court and is currently a member of the sections on Estate Planning, Probate, and Trust of the San Diego County Bar Association, the Probate Attorneys of San Diego, the Special Needs Alliance.

Phil’s Classic BBQ Buffet:

Baby Back Pork Ribs, Chicken, Fresh Cole Slaw, Sweet Baked Beans, and Corn Bread with Butter.

or

Veggie Burger with all the fixins, Garden Salad, Fresh Cole Slaw, and Corn Bread with Butter.

Water, Ice Tea, and Lemonade Stations

1 Soda per person included

$35 Members & $40 Guests
(No Refunds can be given after 5/21)

Event Agenda:
5:30 – 6:00 Registration/Networking
6:00 – 6:15 AFWA Announcements
6:15 – 6:45 Dinner
6:45 – 7:45 Mary L Waltari “Estate Planning”
7:45 – 8:00 Scholarship Drawing & Closing announcements

Scholarship Prizes:
$450 Alvarado Skin Care Pkg
$15 Alberston/Vons/ Safeway Gift Card – Shelly
$25 Target Gift Card – Pebbles Dumon
Gift Card – Grace Staten

Pre-Purchase your tickets when you register!

Click on the link below to register or RSVP

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