A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs.

In this 60-minute, in-person, no-cost workshop, you’ll gain a better understanding of Estate Planning, what to do, and what not to do to protect your assets for your heirs and future generations. Estate Planning Attorney Andrea Shoup, a certified specialist by the California State Bar in Estate Planning, Trust, and Probate Law, will also answer all your questions!

Hear What Our Previous Workshop Attendees Have to Say

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Some common questions about estate planning we hear:

• • What is an Estate Plan?
  • What is the purpose of an Estate Plan?
  • What is probate court and why should I avoid it?
  • What are some common mistakes with Estate Planning?
  • What happens if I don’t have a plan?
  • What’s the difference between a Will and a Trust?
  • When should I start thinking about having an Estate Plan?
  • When do I need to update an Estate Plan?
  • Can’t I just do it myself?

Shoup Legal has decades of first-hand experience helping individuals and families navigate the complexities of Estate Planning. Having a well-informed, well-structured plan is vital for protecting yourself, your assets, and your heirs in the event of your death or incapacitation.

Discussion Topics Will Include:

• • What’s Typically Covered by an Estate Plan
  • Trusts and Wills
  • Why You Want to Avoid Probate
  • Powers of Attorney (Medical and Financial)
  • Advanced Medical Directives
  • Blended Families
  • At-Home Estate Plans

REGISTER NOW TO RESERVE YOUR SEAT

Saturday, June 28

Perris Library
163 E. San Jacinto Ave.
Perris, CA 92570
11:00am – 12:00pm

Seating is limited and you must pre-register to reserve your spot.

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Meet the Presenter:

Omid J. Afati, Esq.

Omid J. Afati is a California State Licensed Attorney who focuses his practice on estate planning, trust administration, and probate. He works closely with individuals and families to develop comprehensive estate plans that protect their legacies and help them avoid the complexities of Probate Court. Omid also guides trustees and executors through the trust administration and probate process, ensuring a smooth transition of assets.

Before dedicating his practice to estate planning, Omid spent over five years as a litigator handling trust and estate disputes, including financial elder abuse, trustee suspension and removal, trust interpretation, and accountings. His litigation experience gives him a unique perspective when crafting estate plans designed to minimize conflicts and safeguard family wealth.

Omid received his Juris Doctor (J.D.) from California Western School of Law and a Bachelor of Science (Business) from the University at Buffalo. During law school, he co-created the Tax Law Society, connecting students with San Diego tax attorneys to explore tax law and its applications.

Outside the office, Omid enjoys spending time outdoors, particularly sailing in the San Diego Bay. He has sailed to Catalina Island multiple times and looks forward to expanding his adventures to Hawaii, Mexico, and the Caribbean Islands.

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