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PUBLICATIONS / SEMINARS

We strongly believe in empowering individuals with the knowledge they need to ensure that they and their loved ones are cared for and their assets are protected.

 

It is our pleasure to provide education to the public through informational presentations to local community and civic organizations, business associations, and social clubs.

 

If you would like more information regarding our presentations or to book Nicole D. Warmerdam, please contact us via email (nicole@nw-trust.com) or via telephone (650- 931-2596).

 

If you don't see your desired topic below, feel free to ask for it in your request:

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  • A Beginner's Guide to Estate Planning

  • Planning Ahead for Incapacity

  • Importance of Beneficiary Designations

  • Divorce and Your Estate Plan

  • Estate Planning For Your College-Bound Child

  • Planning for Minor Children

  • How to Include Your Pet in Your Estate Plan

  • Newlywed Guide to Estate Planning

  • Estate Planning Pitfalls- Celebrity Style!

  • Navigating Estate Planning in a Blended Family

  • Maintaining and Updating Your Estate Plan

  • So You’re A Trustee or Executor: Now What?

  • Choosing the Right Trustees, Agents, and Executors

  • Transition Planning

  • Holding Title To Real Property

  • Preserving Your Property's Tax Basis

  • Understanding Proposition 19's Effect on Your Estate Plan

  • Streamlining Estate Plans for Married Couples

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Recent Publications

  • Estate Planning Strategies:Collective Wisdom, Proven Techniques (Second Edition), Chapter 2, "Goals of Estate Planning" (Spring 2022)

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Recent Speaking Engagements​​

  • "Drafting and Enforcing Advance Health Care Directives", CEB (March 2024)

  • "Fundamentals of Administering a Trust or Estate", ProLaw (June 2021)

  • "Proposition 19 Details", Stanislaus County Estate Planning Council (January 2021)

  • "Proposition 19 and Your Estate Plan", NW-Trust (December 2020)

  • “Maintaining and Updating Your California Estate Plan”, NW-Trust (August 2020)

  • “So You’re A Trustee or Executor: Now What”, San Mateo County Chamber of Commerce (July  2020)

  • “Estate Planning Pitfalls", Maven Lane Financial (June 2020)

  • "Planning for Incapacity", ProLaw (October 2019)

  • "Estate and Incapacity Planning III", EPIC Estate Planning Intensive Course, Continuing Education of the Bar, State Bar of California (August 2019)

  • "Basics of Estate Planning, Wills and Trusts", Belmont & Redwood Shores Rotary (August 2019)

  • "Basics of Estate Planning, Wills and Trusts", Burlingame Rotary (May 2019)

  • "A Practical Guide: When A Loved One Dies", Carr McClellan (October 2018)

  • "Drafting and Enforcing Advanced Health Care Directives", Continuing Education of the Bar, State Bar of California (September 2018)

  • “Planning for Incapacity”, Continuing Education of the Bar, State Bar of California (October 2017)

  • “Estate Planning 101”, San Mateo Law Library (June 2017)

  • “Real Property Basics for Estate Planners”, Continuing Education of the Bar, State Bar of California (May 2017)

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