Free in-person estate planning seminars October 6-9, 2026 for Bay Area families with homes, businesses, investments, children, aging parents, or cross-border responsibilities.
Will Your Living Trust Actually Protect Your Family?
Smart estate planning strategies for affluent California families who want more than basic documents – and want a trust-based plan designed to work when their family needs it the most.
- Learn why living trusts fail - and how to help prevent common planning mistakes.
- Understand probate avoidance, incapacity planning, trust funding, real estate, business interests, and beneficiary planning.
- Choose from Sunnyvale, Saratoga, Fremont, Burlingame, and Palo Alto seminars are available. Seating is limited for each location and session.
Reserve Your Seat
Seating is limited for each location. A member of our team may contact you to confirm your seat and answer basic logistical questions.
Is Your Family Truly Protected?
Many living trusts do not work when families need them most.
Many California families believe they are protected because they have a will, a living trust, or documents prepared years ago. Unfortunately, that is not always true.
A living trust may fail if it was never properly funded, if assets changed, if beneficiary designations conflict with the trust, or if the plan does not address incapacity, children, real estate, business interests, aging parents, or cross-border responsibilities.
Seminar Details
October 6–9 Bay Area seminars. Choose the location and session most convenient for you.
This seminar is free to attend, but advance registration is required because seating is limited.
Sunnyvale Estate Planning Seminar
Saratoga Estate Planning Seminar
Campbell Estate Planning Seminar
Morgan Hill Estate Planning Seminar
Burlingame Estate Planning Seminar
Palo Alto Estate Planning Seminar
TWO SESSIONS
Fremont Estate Planning Seminars
TWO SESSIONS
Fremont Estate Planning Seminars
Mountain View Estate Planning Seminar
Saratoga Estate Planning Seminar
Campbell Estate Planning Seminar
Morgan Hill Estate Planning Seminar
Burlingame Estate Planning Seminar
Palo Alto Estate Planning Seminars
Who Should Attend?
This seminar is for families who want to set up a robust, customized estate plan for their loved ones.
It is designed for California families who want a plan that reflects their actual family, assets, values, and goals – not a one-size-fits-all document package.
Homeowners & Real Estate Owners
Parents & Caregivers
Business Owners & Investors
A Strong Fit If You…
Have meaningful assets, family responsibilities, or an older plan that may need review.
This seminar is especially helpful for families who are ready to create or update a customized living trust-based estate plan within the next 30 days.
- Own a home or other real estate in California
- Have minor children or young adult children
- Have an older living trust that has not been reviewed recently
- Are not sure whether your trust was properly funded
- Have investment accounts, retirement accounts, or brokerage assets
- Own a business, professional practice, startup equity, or partnership interest
- Have aging parents or family caregiving concerns
- Have loved ones, assets, or responsibilities outside the United States
Presenter
Meet Snehal Patil, Esq.
Founder and Managing Partner of IndUS Counsel, a Silicon Valley law firm serving families, business owners, entrepreneurs, and U.S.-India corridor clients.
Snehal Patil, Esq.
Founder & Managing Partner, IndUS Counsel
Snehal Patil is the Founder and Managing Partner of IndUS Counsel, a Silicon Valley law firm advising entrepreneurs, business owners, executives, high-net-worth families, and U.S.-India corridor clients on estate planning, asset protection, business succession, and cross-border legal matters.
With more than 25 years of legal experience in the United States and India, Snehal brings a rare combination of sophisticated estate planning insight, Silicon Valley business counsel, and international legal perspective. He is dual-licensed in California and India and previously served as a partner at a national U.S. law firm and as a senior attorney at Am Law 100 firms.
Snehal helps clients protect their families, preserve wealth, avoid probate, plan for incapacity, and create customized trust-based estate plans designed around their assets, family dynamics, business interests, and legacy goals.
What You Will Learn
Practical estate planning topics for affluent Bay Area families.
01
Why a Will Alone May Not Be Enough
Understand probate, why families often want to avoid it, and how a properly prepared and funded living trust can help.
02
How a Living Trust Actually Works
Learn what a revocable living trust does, what it does not do, and why signing a document is not the same as having a complete plan.
03
The Most Common Reasons Living Trusts Fail
Trust funding, assets left outside the trust, outdated trustees, inconsistent beneficiary designations, and missing incapacity planning.
04
How to Plan for Incapacity
Who can manage finances, make medical decisions, access critical information, and protect your family if you become incapacitated?
05
How to Protect Children and Beneficiaries
Guardianship, inheritance management, age-based distributions, trustee selection, and family conflict reduction.
06
Planning for Real Estate, Businesses, and Investments
Primary residences, rental properties, retirement accounts, investment accounts, businesses, startup equity, and professional practices.
07
Cross-Border Family Responsibilities
Additional issues that may arise when family, property, heirs, or financial responsibilities extend beyond California or the United States.
08
When Your Existing Trust Needs Review
Major asset changes, marriage, divorce, death or incapacity of trustees, business changes, family conflict, and trusts older than three years.
Why This Seminar Is Different
This is not a discount-document seminar.
This is a practical educational program for families who want to understand how a thoughtful estate plan should work and what can go wrong when planning is incomplete, outdated, or too generic.
Presented by IndUS Counsel
IndUS Counsel is a boutique Silicon Valley law firm serving families, professionals, entrepreneurs, and business owners with estate planning, asset protection, business, and cross-border legal needs.
Our approach is designed for families who want customized legal planning, not fill-in-the-blank documents.
What You Will Walk Away With
A clearer understanding of whether your family plan is truly prepared.
- Whether your family needs a living trust-based estate plan
- What should be included in a complete California estate plan
- Why trust funding matters
- How to reduce the risk of probate and court involvement
- How to plan for incapacity
- What to review if you already have a trust
- How to protect your spouse, children, beneficiaries, and aging parents
- What questions to ask before hiring an estate planning attorney
Estate Planning Fees
Customized revocable living trust-based estate plans.
At the seminar, you will learn how a customized estate plan is structured and what planning level may be appropriate for your family, assets, and goals.
Typical Fee Range
Revocable Living Trust-Based Estate Plan
$3,000 - $8,000
Fees vary based on family structure, asset profile, real estate ownership, business interests, beneficiary planning, incapacity planning needs, and additional protections required. Attendees who request a Life & Legacy Planning Session can discuss the appropriate planning level and fee for their situation.
Private Planning Sessions
Request a Private Life & Legacy Planning Session
At the end of each seminar, attendees will have the opportunity to request a private Life & Legacy Planning Session with IndUS Counsel.
Because these sessions are limited, priority will be given to seminar attendees who are ready to move forward with planning within the next 30 days.
During a private session, we may discuss:
- Your family structure
- Your real estate and major assets
- Your children or beneficiaries
- Your existing estate planning documents
- Your business interests
- Your incapacity planning concerns
- Your family conflict risks
- Your cross-border planning considerations
Frequently Asked Questions
Questions families often ask before attending.
Is the seminar really free?
Yes. The seminar is free to attend, but advance registration is required because seating is limited.
Will I receive legal advice at the seminar?
The seminar is educational and general in nature. It does not create an attorney-client relationship and does not provide legal advice for your specific situation.
Should my spouse or partner attend?
Yes. If you are married or planning jointly with a partner, we strongly recommend that both decision-makers attend.
I already have a living trust. Should I still attend?
Yes. Many families attend because they already have a trust but are not sure whether it is updated, funded, or still appropriate.
I do not have a trust yet. Is this seminar appropriate for me?
Yes. You will learn how living trust-based estate planning works, what it can help accomplish, and what decisions you should consider before creating a plan.
Is this only for wealthy families?
No. However, the seminar is designed for families with meaningful assets, such as real estate, investment accounts, business interests, children, aging parents, or cross-border responsibilities.
What does customized estate planning with IndUS Counsel typically cost?
Our customized revocable living trust-based estate plans typically range from $3,000 – $8,000, depending on complexity, family structure, assets, planning goals, and additional protections needed. Attendees who request a Life & Legacy Planning Session can discuss the appropriate planning level and fee for their situation.
How long is the seminar?
Most seminars are approximately 75 minutes, followed by Q&A and an opportunity to request a private planning session.
Will food be served?
Light refreshments may be provided depending on the location. Please check the confirmation email for details.
Reserve Your Seat
Choose the October seminar location most convenient for you.
Sunnyvale, Saratoga, Fremont, Burlingame, and Palo Alto seminars are available. Seating is limited for each location and session.
IndUS Counsel | Boutique Asset Protection & Estate Planning Law Firm | Silicon Valley
Attorney Advertising. This seminar is for educational purposes only and does not create an attorney-client relationship. Attending the seminar, submitting a form, or requesting information does not make you a client of IndUS Counsel. Legal advice can only be provided after a formal attorney-client relationship is established. Prior results do not guarantee a similar outcome. Estate planning strategies depend on each family’s specific facts, assets, goals, and applicable law.
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