LIVE Webinar: What Advisors Need To Know About Estate Planning To Protect Their Clients
The relationship between estate planning attorneys and financial advisors is critically important when it comes to protecting your clients. We know first-hand how complex Estate Planning can be, but a well-informed plan can make a huge difference in your client’s future.
The experts at Shoup Legal are hosting a no-cost, live webinar to help advisors identify their clients’ estate planning needs and how to best prepare them.
Discussion Topics Will Include:
- What Advisors Need to Know about Estate Planning
- Why a Trust is Important When a Life Insurance Beneficiary is a Minor
- How Estate Planning Can Help Advisors Build Relationships With Their Clients’ Children
- Value Add Opportunities for Your Clients
Join us for this can’t-miss LIVE webinar event with Estate Planning Attorney and Certified Specialist by the California State Bar in Trust and Probate, Andrea Shoup.
Meet the Presenter:
Andrea Shoup, Esq.
Andrea Shoup is an experienced attorney specializing in Trusts, Wills, Trust Administration, Probate and Business Succession Planning serving California. She is dedicated to providing the highest level of personalized service to her clients and understands this may be an unsure and difficult time. Andrea has been certified by the California State Bar as a specialist in Estate Planning, Trust and Probate Law.
Andrea grew up on the California Central Coast, in San Luis Obispo County. In 2002, she earned her Bachelors of Science Degree in Business Administration from Cal Poly San Luis Obispo. Andrea decided to pursue a law degree and graduated Magna Cum Laude from California Western School of Law in 2006. While in law school, Andrea served as Editor-in-Chief of the Law Review and was an officer of the Pro-Bono Honors Society.
Following law school, Andrea worked as a Deputy District Attorney for the San Diego District Attorney’s Office. As a felony trial attorney, Andrea was dedicated to ensuring justice was served in every case.
After leaving the District Attorney’s Office in 2012, she opened her own law practice and pursued new career. She now focuses exclusively on Estate Planning, Trust Administration, and Probate Administration. Andrea works diligently and attentively to ensure every case and situation is handled effectively and appropriately.
Andrea enjoys getting to know each client, their concerns, and their wishes in order to tailor a plan to best serve their needs. She takes pride in providing excellent and individualized attention to each client, helping them understand every step of the process. Andrea lives in Murrieta, California with her husband and their four children.
Contact Andrea today to discuss your unique situation.
- Start Date July 1, 2021
- End Date July 1, 2021
- Time 4:00pm - 5:00pm