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
What is the 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.
Do I need to have prior knowledge of estate planning to attend?
No, the session is tailored to accommodate beginners as well as those with some knowledge of estate planning concepts.
What topics will be covered in the program?
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.
Is there a fee to attend the program?
No, the program is free of charge. It’s part of Opelon LLP’s commitment to community education and awareness.
How long is the session?
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.
How can I sign up for the Estate Planning Lunch and Learn?
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.
Who will be presenting at the Estate Planning Lunch and Learn?
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.
Will there be any sales or obligations during the program?
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.
Can I schedule a follow-up consultation after the program
Absolutely. We will provide details on how to schedule a complimentary initial consultation with one of our estate planning attorneys.
How often does Opelon LLP host this program?
We host the Lunch and Learn program regularly throughout the year. Follow us on instagram for updates on future events.
Where will the program be held?
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.
Is this program suitable for young professionals or individuals without significant assets?
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.
Do attendees receive any discounts on estate planning services?
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.
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.