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About seminars

The organization called seminars offers free in-person estate planning seminars for Bay Area families in California, focusing on affluent households with homes, businesses, investments, children, aging parents, or cross-border responsibilities. The seminars cover topics such as living trusts, probate avoidance, incapacity planning, trust funding, real estate, business interests, and beneficiary planning. Events are held at various Bay Area locations including Campbell, Morgan Hill, Palo Alto, Burlingame, Fremont, and Mountain View. Advance registration is required because seating is limited, and a team member may follow up to confirm attendance and answer logistical questions.

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