January 2011 Focus Group

Discussion Topics:

·      When to use a power of attorney

·      When NOT to use a power of attorney

·      What issues arise with the use of POA? (liability)

Matthew Yu     

Matthew C. Yu is an Attorney and the founder of the Law Office. He has extensive experience in all aspects of Estate Planning and Probate. He has assisted many clients in creating their Estate Plans, including revocable trusts, irrevocable trusts, advance planning, and more. He also has experience administering Probate and Trust Estates. Matthew obtained his Juris Doctor from Whittier Law School in Costa Mesa, CA and his Undergraduate degree from the University of California at Irvine. He is a licensed member of the California State Bar and a member of the State Bar's Section on Probate, Taxation, and Estate Planning.

Date: January 26, 2012

Time: 8:00 to 9:00 AM

(Please arrive at 7:45am to grab coffee and Danish)

LOCATION

Piazza, Donnelly & Marlette, LLP                      Yvonne Rose

3460 Torrance Blvd., Suite 150                         Phone: (310) 540-4118

Torrance, CA 90503                                         yrose@pdmaccounting.com

Mark your calendar and RSVP to Mark Tsujimoto at

tsujimotom@financialnetwork.com

or

(310) 373-7351 x304