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Legacy Building
Legacy Building through Estate Planning. We will discuss various methodologies of proper Estate Planning to build and protect legacy assets (specifically Real Estate) in order to care for your loved in the event of death or incapacity.
Topics Include:
• Defining an Estate and a Legacy
• Intestacy + Probate
• Will vs a Pour Over Will
• Types of Trusts: Revocable + Irrevocable
• Trust and LLC combinations
• Probate Avoidance vs. Asset + Creditor Protection
• How to Protect Minor Children in the event of Death or Incapacity
About Your Instructor
Stephen Villanueva
Attorney
Specialist in Estate Planning, Business Law (corporate and LLC related law), licensed in Colorado and New Mexico. Intuitive leader, holding 30+ years of experience; sought out by organizations to educate and help improve overall strategic and operational performance through an emphasis on people, processes, technology, and data driven decision making. Robust corporate as well as start-up entrepreneurial experience, both in legal and executive roles.