Wine & Wills


Date: April 25th, 2024
Time: 6:30PM
Location: Spring Brook Village Club House
The Grand Room
3318 Windfern Rd, Houston Texas 77041

Shalini Codispoti

Estate Planning Attorney
Topics Covered:
-Wills, Trusts and Power of Attorney - why you may not need them.
-How to protect your estate against court involvement if you are injured or get sick (Hint: not all Powers of Attorney will help protect assets!).
Beneficiary Designations: When, Why, How – Addressing the nuances depending on the type of estate plan, the type of asset, and the specific beneficiaries.
-How to protect your children's inheritance against ex-spouses or lawsuits.
-How to protect a special needs child who inherits your estate.
-How probate works and, more importantly, how you can avoid probate

Did you know? 

• The best way to title assets to ensure that your family doesn’t get stuck in court if you become incapacitated, or when you die.
• How to ensure that the assets you to leave to your children and loved ones are protected from creditors, divorce and even bankruptcy.
• That facing the reality of your death (and planning for it) is the path to creating a life worth living.
How to pass on more than just your assets, and leave a true legacy.
Office Information
Address 11999 Katy Fwy., Suite 530
Houston TX 77079
Tel: 832-861-7007
Fax: 281-402-6507
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