webinar register page

Age Well Plan Well: Living Trusts and Estate Planning Webinar Hosted by Star One Credit Union
Learn about estate planning and other helpful ways to prepare for the future. Star One’s Beneficiary Retiree Services team will be on hand with guest speaker Natalie Spiwak of Affinity Trusts and Daniel Hales of Citadel Law, to answer general questions and show how the Credit Union can help you with your Estate Planning needs.

Aug 12, 2020 05:30 PM in Pacific Time (US and Canada)

Webinar logo
* Required information
Loading

Speakers

Natalie Spiwak
President @Affinity Trusts
Natalie Spiwak is the Founder and President of Affinity Trusts. She has been educating the community about the importance of protecting and transferring their wealth quickly, privately and cost effectively for almost 15 years. Affinity Trusts proudly serves the estate planning needs of Star One Credit Union members, providing accessible educational seminars and delivering affordable Estate Planning documents (such as Living Trusts, Wills, Powers of Attorney, Health Care Directives) prepared by experienced attorneys to it’s members. Natalie is a paralegal and a California Notary Public.
Daniel Clark Hales
Attorney and President of Citadel Law Corporation
Daniel Clark Hales, estate planning attorney and the president of Citadel Law Corporation, is a leading member of the estate planning community. Mr. Hales is a licensed member of the California State Bar, and is a member of the State Bar's special sections on Probate, Taxation and Estate Planning. Mr. Hales has personally completed thousands of trusts, estate plans, tax-exempt organizations and business entities for his clients over the years. Mr. Hales also specializes in probate, trust and estate litigation. He believes that each client’s estate plan should not only reflect the client’s own unique desires and specific requirements for wealth administration and distribution, but each client’s estate plan should also communicate that client’s individual values and objectives to the next generation.