Empower Your Team. Protect Their Futures

Free Estate Planning Lunch and Learn

Schedule Your Estate Planning Lunch and Learn Today!

Protected Employees are Happy Employees

What Is an Estate Planning Lunch-and-Learn?

We bring the lunch, and your team gets to learn valuable insights about estate planning in a no-pressure, engaging environment.

Our 30–45 minute sessions are designed to educate your employees on the importance of planning for the future.

 

Protection Through Planning

What We Cover

Trusts

What they are, how they work, and why they can be essential.

Wills

The importance of having a will and how it protects your loved ones.

Probate

Avoiding probate: strategies to save time, money, and stress.

Healthcare Directives

Planning for unexpected medical events.

Topics You Choose

We are open to presenting on custom topics that would benefit your audience.

Getting Started:

How to start your estate plan with confidence and ease.

Frequently asked Questions

About the San Diego Estate Planning Lunch and Learn Program

The program is an educational session designed to provide attendees with insights into estate planning, including wills, trusts, powers of attorney, and more, while enjoying a complimentary lunch.

No, the session is tailored to accommodate beginners as well as those with some knowledge of estate planning concepts.

The session will cover essential estate planning tools such as wills, trusts, guardianship designations, advance healthcare directives, and strategies to minimize taxes and avoid probate.

No, the program is free of charge. It’s part of Opelon LLP’s commitment to community education and awareness.

The Lunch and Learn program typically lasts 30-45 minutes, including time for questions and discussion. With that said we can tailor the session to any time frame you have in mind.

You can register your organization for the program, by calling our office, or by sending an email to admin@opelon.com. Details will be provided in the event announcement.

T. Owen Rassman

T. Owen Rassman
Partner, Opelon LLP

T. Owen Rassman is a founding partner at Opelon LLP, specializing in estate planning, trust administration, and probate law. With a reputation for providing personalized legal solutions, Owen works closely with individuals, families, and business owners to create comprehensive strategies that protect assets, minimize tax liabilities, and ensure long-term peace of mind.

Earning his undergraduate degree at UCLA and then continuing on to earn his Juris Doctor at Pepperdine, Owen combines his in-depth legal expertise with a client-focused approach, emphasizing clear communication and tailored advice. His dedication to helping clients navigate complex legal landscapes has earned him recognition as a trusted advisor in the field.

No, the program is purely educational. There will be no sales pitches or obligations to purchase services. Our goal is to provide valuable information to help you make informed decisions.

Absolutely. We will provide details on how to schedule a complimentary initial consultation with one of our estate planning attorneys.

We host the Lunch and Learn program regularly throughout the year. Follow us on instagram for updates on future events.

We can come to your office and present or host in the conference room at our office. Parking and access information will be shared in the RSVP confirmation.

Yes, estate planning is important for everyone, regardless of age or wealth. The session will cover foundational topics that are relevant to individuals at all stages of life.

Yes, as a thank-you for attending, participants will receive a 15% discount on our package estate plans. Details on how to redeem this discount will be provided at the event.

About Opelon LLP

Why Host a Free San Diego Estate Planning Lunch-and-Learn at your Company?

  • Provide your team with actionable knowledge about wills, trusts, and protecting their families.
  • Help employees make informed decisions about their estate planning needs.
  • Create goodwill and show that your company cares about their financial well-being.

What People Say About Our Attorneys

Understanding Our Estate Planning Coverage and Key Topics

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