What to do When a Loved One is Alive but Not Well or Dies 4/27/19

Join us on Saturday, April 27th at 2pm for a presentation on "What to do One a Loved One is Alive but not Well or dies" with Kateryna Davydova and Brett Lytle! This presentation will be held at the Foster City Recreation Center in the Mist Room from 2pm-4pm.

During this presentation, we will discuss important elements such as:

- the difference between wills and trusts
- how to plan for a loved one in the event of incapacity
- the importance of an Advance Health Care Directive
- what happens after a loved one passes
- the importance of having an estate plan
- elements such as the responsibilities and roles of a successor trustee
- the role of beneficiaries

Dealing with the aftermath of a loved one passing can be incredibly difficult and sorting through the entities and assets left behind can be even more difficult. This presentation will help you prepare for the unfortunate circumstances that can arise in the event a successor trustee is not appointed, an estate plan is not created or not created well, the roles and responsibilities of the trustee(s) and beneficiaries and more.

Kateryna Davydova is a realtor with Intero Real Estate Services in San Mateo and Brett Lytle is an attorney with McDowall Cotter located in San Mateo.

Brett counsels individuals, families, non-profits, and businesses in legal matters pertaining to estate planning, wealth preservation, and asset protection.

Though Brett is particularly knowledgeable about wealth management and the transfer of wealth among generations, he is also keenly interested in helping his clients preserve their assets and their independence while they are living. He is an active member of the San Mateo County Bar's Estate Planning and Probate section.

McDowall Cotter provides comprehensive legal services in three areas of practice: civil litigation; business; and wealth preservation. McDowall Cotter prides itself on their knowledge, experience, commitment and compassion.