Estate Planning News - September 1, 2022

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New Blog Post

Benefits vs Disadvantages of a Living Trust

Similar to a will, a living trust is a legal document that lets you distribute your possessions to people and organizations after you pass away. Unlike a will, though, assets held in living trusts do not have to go through an expensive court process such as probate before being distributed to your beneficiaries — the people you’ve named to receive your assets. It’s common for individuals to create a living trust so they can pass on their assets without court intervention.


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Webinars & Workshops


Upcoming Workshop Dates and Locations:

Please feel free to share this information with anyone who may be interested.


Come meet Chris and Paul in person!

Get all of your estate planning questions answered.


In San Luis Obispo at

The Courtyard by Marriott

1605 Calle Joaquin Road

Wednesday, Sept. 7th, 10:00 a.m. to 12:15 p.m. - or -

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

Tuesday, Sept. 13th, 7:00 p.m. to 9:15 p.m.


In Paso Robles at

The Hampton Inn & Suites

212 Alexa Court

Wednesday, Sept. 7th, 7:00 p.m. to 9:15 p.m. - or - 

Tuesday, Sept. 13th, 10:00 a.m. to 12:15 p.m. 


In Bakersfield at

The DoubleTree Hotel

3100 Camino Del Rio Court

Note: Date changes from last month's eNews

Wednesday, Oct. 5th, 10:00 a.m. to 12:15 p.m. - or -

Wednesday, Oct. 5th, 7:00 p.m. to 9:15 p.m. - or -

Saturday, Oct. 8th, 10:00 a.m. to 12:15 p.m. - or -

Tuesday, Oct. 11th, 7:00 p.m. to 9:15 p.m.



In Santa Barbara at

The Best Western Pepper Tree Inn

3850 State Street

Tuesday, Nov. 1st, 10:00 a.m. to 12:15 p.m. - or -

Tuesday, Nov. 1st, 7:00 p.m. to 9:15 p.m. - or -

Saturday, Nov. 5th, 10:00 a.m. to 12:15 p.m. - or -

Wednesday, Nov. 9th, 7:00 p.m. to 9:15 p.m.


RSVP for the Workshop - Seating is Limited

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

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