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Avoid These Estate Planning Mistakes with Vanessa Terzian - EP19
🎙️Episode 18: Avoid These Estate Planning Mistakes with Vanessa Terzian
👨💼With Special Guest: Vanessa Terzian
About Our Guest:
An adjunct professor of Wills and Trusts at Southwestern Law School, recently named a top attorney in Pasadena Magazine, and a Rising Star™ selected by Super Lawyers®, Vanessa Terzian began her legal career as a trust officer for Wells Fargo, N.A.
Her experience at Wells Fargo – working closely with clients, portfolio managers, beneficiaries, and other attorneys – shed light on how a poor estate plan can ruin a family’s fortune and more importantly, their relationships.
Vanessa is a skilled public speaker, having conducted countless seminars throughout her legal career on various estate-planning topics, including kids protection planning, special needs planning, Medi-Cal planning, advanced tax planning, and asset protection for individuals and small businesses. Vanessa is a faculty member at the Institute for Preparing Heirs®.
Vanessa is an active member of the La Cañada Flintridge community, where she resides with her husband, Edward, and two sons, Alec and Jack. She is a board director of the La Cañada Education Foundation and participates in a number of charitable organizations. Vanessa has successfully raised thousands of dollars for a variety of charitable causes through fundraising campaigns, which include frequent community-based public speaking events, charitable dinners, and personal contributions. She believes that the foundation to a successful family unit is care, love, and selflessness, and she stresses the importance of providing your community with these same tenets that are so essential to your own family’s success.
Find out all about Ten False Reasons to Avoid Estate Planning on this episode of the Probate Realtor Show!
CA DRE # 02054763
#TheProbateRealtorShow
#probaterealtor
#losangelesprobaterealestateagent
🗣️Notable Quotes:
“Statistically 70% of Estate Plans fail. To prevent that, we have to discuss the plan to prepare the key role players like the Trustee, beneficiaries, or heirs on how this plan is going to be implemented.”
📇Connecting with Vanessa Terzian:
LinkedIn: https://www.linkedin.com/in/vanessa-terzian-1b2a621a/
Website: https://www.lagerlof.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
View all episodes
By Matias Baker Masucci
5
33 ratings
🎙️Episode 18: Avoid These Estate Planning Mistakes with Vanessa Terzian
👨💼With Special Guest: Vanessa Terzian
About Our Guest:
An adjunct professor of Wills and Trusts at Southwestern Law School, recently named a top attorney in Pasadena Magazine, and a Rising Star™ selected by Super Lawyers®, Vanessa Terzian began her legal career as a trust officer for Wells Fargo, N.A.
Her experience at Wells Fargo – working closely with clients, portfolio managers, beneficiaries, and other attorneys – shed light on how a poor estate plan can ruin a family’s fortune and more importantly, their relationships.
Vanessa is a skilled public speaker, having conducted countless seminars throughout her legal career on various estate-planning topics, including kids protection planning, special needs planning, Medi-Cal planning, advanced tax planning, and asset protection for individuals and small businesses. Vanessa is a faculty member at the Institute for Preparing Heirs®.
Vanessa is an active member of the La Cañada Flintridge community, where she resides with her husband, Edward, and two sons, Alec and Jack. She is a board director of the La Cañada Education Foundation and participates in a number of charitable organizations. Vanessa has successfully raised thousands of dollars for a variety of charitable causes through fundraising campaigns, which include frequent community-based public speaking events, charitable dinners, and personal contributions. She believes that the foundation to a successful family unit is care, love, and selflessness, and she stresses the importance of providing your community with these same tenets that are so essential to your own family’s success.
Find out all about Ten False Reasons to Avoid Estate Planning on this episode of the Probate Realtor Show!
CA DRE # 02054763
#TheProbateRealtorShow
#probaterealtor
#losangelesprobaterealestateagent
🗣️Notable Quotes:
“Statistically 70% of Estate Plans fail. To prevent that, we have to discuss the plan to prepare the key role players like the Trustee, beneficiaries, or heirs on how this plan is going to be implemented.”
📇Connecting with Vanessa Terzian:
LinkedIn: https://www.linkedin.com/in/vanessa-terzian-1b2a621a/
Website: https://www.lagerlof.com/
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/