Estate planning is about protecting yourself and your family as life changing events occur. Who do you want to be in charge of your finances and assets if you become disabled? How you want your assets to be distributed when you pass away? Who and how you want your loved ones to be taken cared of? Learn from a group of experienced financial advisors and estate planning attorneys about estate planning alternatives and strategies to protect your assets. There will be a question and answer portion at the end of the program during this interactive session. Space is limited. RSVP now!
One (1) Hour of California CLE credit will be provided and a light dinner will be served, courtesy of Sheppard Mullin.
Panelists (in alphabetical order):
Carin LeVine, Owner, LeVine Law Offices
Jennifer Yeh, Financial Advisor, Evergreen Wealth Advisory
Peter Stone, Owner, Law Offices of Peter Stone
June 29, 2017 (Thursday)
6:30pm – 8:30 pm
379 Lytton Avenue
Palo Alto, CA 94301
Cost: Free for CALOBA paid members; $10 for non-CALOBA members. Light Dinner will be served (Courtesy of Sheppard Mullin)
Chinese American Lawyers of the Bay Area (CALOBA) is a professional organization for attorneys and law students in the Bay Area who are Chinese speaking or have a keen interest in Chinese law. Through our events, members and guests can network, develop professional skills, and share knowledge and ideas regarding a variety of topics, including the practice of law in the Bay Area and in China. For more information, please go to http://www.caloba.org/
About Sheppard Mullin
Sheppard Mullin is a full service Global 100 firm handling corporate and technology matters, high stakes litigation and complex financial transactions. From our 15 offices in North America, Europe and Asia, we offer global solutions to our clients around the world, providing seamless representation in multiple jurisdictions. For more information, please go to http://www.sheppardmullin.com/
About Carin LeVine, JD/MBA
Carin LeVine focuses her practice in the areas of business entity formation, business transactions, and estate planning. Ms. LeVine obtained her undergraduate degree with an emphasis in Finance, and obtained her law degree and MBA with an emphasis in international business. In addition to her graduate degrees, she has obtained numerous industry licenses including: FINRA General Securities Series 7, 9, 10, 24 and 66; California Department of Insurance-Life Agent; and California Bureau of Real Estate Broker. With her extensive financial and legal background, working at law firms and several Fortune 100 companies, Ms. LeVine has a breadth of valuable knowledge to help her clients plan for their business and personal needs. www.clevinelaw.com
About Jenny Yeh
Jenny is a Financial Advisor at Evergreen Wealth Advisory Group. http://evergreenwag.com/ Jenny brings a lot of business operating experience into her practice. She has worked at large multi-billion dollar international business conglomerate, public listed companies, fast growing start-ups and privately owned family businesses. Her career in corporate started from a line employee and eventually grew to become a business manager, managing 2 departments at Sony’s fastest growing business unit. She was responsible for the operations and HR functions of 250+ employees. In the start-up arena, she was a direct report to the Founder/CEO and served as their special assistant. Both companies had grown and successfully listed on NASDAQ. In that capacity, she managed and lead many special projects across different functions and also managed 2 family offices.
About Peter Stone
Peter Stone is an attorney with over 25 years experience, admitted to all State and Federal Courts in California, and has served as the research attorney for the Superior Court. During private practice concentrating on civil litigation and estate planning Peter has executed hundreds of estate plans throughout California and also creates captive insurance companies as an estate planning tool for midmarket and professional businesses. www.calwillstrusts.com firstname.lastname@example.org 800-529-7866