Estate Planning Essentials


Transform your future with proven Estate Planning strategies during our Workshop

Discover how to secure your legacy and protect your family’s future.Discover how to secure your legacy and protect your family’s future.

Major Challenges

UNCERTAIN FUTURE

Facing confusion and uncertainty in estate planning can lead to unintended outcomes.

LEGAL COMPLEXITY

Misunderstandings about wills, trusts, and probate can result in costly legal battles and asset loss.

LACK OF CONTROL

Without proper planning, you may not have control over medical decisions and asset distribution.

TAX BURDENS

Failing to plan can lead to significant tax burdens for your heirs.

We’ve transformed families’ lives

Our workshops and webinars are crafted by our team of experienced attorneys and experts, providing you with valuable knowledge to navigate the ever-changing legal landscape. Whether you’re a legal professional, business owner, or an individual seeking to expand your legal understanding, our events are tailored to cater to your needs.

Estate Plans we do per month

Over 30

Estate Plans we create per year

Almost 400

Why you should attend

1. PROTECT YOUR LEGACY

Learn how to protect your assets and ensure your wishes are honored with strategic estate planning.

2. AVOID LEGAL PITFALLS

Discover ways to minimize legal complications and costs associated with probate and estate distribution.

3. GAIN PEACE OF MIND

Get expert advice on crafting a plan that secures your family’s future and gives you peace of mind.

Session Topics

  • ESTATE PLANNING ESSENTIALS: Learn the key tools of estate planning, including wills, trusts, and powers of attorney.

  • PROBATE AVOIDANCE: Learn strategies to bypass the probate process, saving time and money.
  • ASSET PROTECTION: Discover ways to shield your assets from creditors and ensure they go to your chosen heirs.
  • TAX EFFICIENCY: Explore tax-saving strategies that can help preserve your estate’s value.
  • LONG-TERM CARE PLANNING: Plan for potential long-term care needs without depleting your estate.

LIMITED SPOTS ARE AVAILABLE

Clovis Veterans Memorial District (Freedom Room)
808 Fourth St,Clovis, CA 93612

February 10, 2025, 12:00 pm

YOU CAN BRING ALONG A GUEST TO ATTEND THE WORKSHOP FOR FREE!

Logan R. Howard
PARTNER

Logan R. Howard is passionate about helping others with their Trusts and Estates needs. As a Santa Ynez Valley and Santa Barbara County community member, Logan volunteers with local organizations and loves supporting local and small businesses. He is a member of the Santa Ynez Valley Bar Association, Santa Barbara County Bar Association, Fresno County Bar Association, Kern County Bar Association, and Los Angeles County Bar Association. Logan is admitted to practice before all of the courts of the State of California.

Gary L. Winter
Founder and CEO

A message from our founder and managing attorney:

“I was a kid that lost a parent to cancer at a young age (19). Then my father remarried and I became a blended family kid. My family had no plan and no real understanding of how things work when a parent passes away or remarries. My passion for educating our community about estate planning comes from my hope that if tragedy happens to your family you will be able to offer a clear plan that protects your spouse and your kids from any prior relationship. If you have never done any estate planning because you don’t really understand why it’s important this workshop is for you. If you have done some planning but you don’t really know what you have or why, this workshop is also for you. We have helped thousands in our local community not only learn what estate planning means, but also why it is important so that you can take the next step to create a plan or update your plan to offer that peace of mind to your spouse and kids.”

With over 16 years of experience in business, estate and real estate matters in Central California, Mr. Winter is a sought after speaker and podcast guest on cloud-based and decentralized law practice management, marketing, remote work, charitable giving, solar and cryptocurrency.

Mr. Winter is an Adjunct Faculty member and Professor of Legal Technology at San Joaquin College of Law and a licensed airline transport pilot.