Legacy Trusts: Navigating Wealth Management with Experts

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Sep 19, 2023

2:00 pm - 4:00 pm

Los Altos History Museum
51 So. San Antonio Road
Los Altos, CA 94022

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Event Details

Legacy Trusts: Navigating Wealth Management with Experts

Join us for a free program that will provide valuable insights into setting up and managing trusts, including charitable remainder trusts. An expert panel of a lawyer, a financial advisor, and CPA will share modern strategies and answer questions in a friendly and caring way.


  • Jean Kohler JD, from Legacy Law Group
  • Ben Le, Estates & Trust Manager with the CPA Firm MGO
  • Sandeep Varma, Wealth Strategist at ATS Financial

Our program will give you a richer understanding of the many financial vehicles available to you as you consider ways to maximize your legacy for your community and family. Socialize with others and enjoy refreshments while enhancing your legacy understanding.

Registration is required.

Register Here