Virtual Group Informational Sessions

Subject to availability, attorney Amber Ramsey is offering virtual Estate Planning Talks to small groups. There is something for everyone:

  • Casual, informational, and interactive happy hour for a group of friends or family
  • Crowd pleasing programming for clubs and organizations
  • Subject-specific sessions for businesses or professional organizations who regularly run into issues related to estate planning/probate or want to provide a service to their employees/members

These sessions will be hosted on Google Meet and all participants must provide an email address to receive the session link. Multiple devices cannot be logged onto the meeting in the same room at the same time unless all participants will remain muted.

THIS IS AN INFORMATIONAL SESSION. NO LEGAL ADVICE IS PROVIDED. NO ADVICE WILL BE PROVIDED ON HOW TO PREPARE DOCUMENTS OR GO THROUGH A LEGAL PROCESS WITHOUT AN ATTORNEY.

 

SPEAKER MENU

Main Speaker Subjects (choose one subject if requesting a second speaker or up to two subjects if only requesting one speaker)
Amber Ramsey (Estate Planning and Probate attorney)
  • General overview of estate planning and probate        (Wills, Trusts, Powers of Attorney, Texas probate process, etc.)
  • Estate planning for parents of young or incapacitated children
  • What adult children need to know about their parent’s estate planning needs
  • Common issues and myths related to estate planning and probate
  • Estate planning for small business owners
  • Custom presentation or Q&A on specific topic

 

In addition to estate planning and probate information from experienced attorney, Amber Ramsey, you can also request one of the following co-presenters/topics:

Optional Secondary Speaker Subjects (choose one)
Financial Advisor
  • General overview of retirement planning
  • Life insurance and long term care insurance
  • Products and investing for small business owners
  • AFLAC for small businesses
Tax Preparer/CPA
  • Pass-through LLC vs. S-Corp
  • Tax issues related to debt forgiveness (including student loan Income-Driven Repayment)
  • Tax issues related to deceased family members
Property and Casualty Insurance Agent
  • Protecting your assets/legacy from unanticipated losses, accidents, or lawsuits
  • What small business owners need to know about insurance
Realtor
  • Issues related to selling a house when an incapacitated or deceased person is on the deed
Tax Attorney
  • Dealing with a big tax bill you can’t afford
Care Manager
  • Services available for families who need help managing care for a loved one, finding quality professionals, etc.
Home Security Professional
  • Creative strategies to assist with independent living at home

 

While this should be considered a safe space and no judgment zone, there is no attorney-client relationship between the speaker and participants. Information discussed in a group setting is generally not confidential.

 

To initiate a request for a session, please complete this SPEAKER TOPIC REQUEST FORM and return it to amber@ramseylawtexas.com or fax to 210-941-0151.

 

More information on estate planning can be found [here].