Law Office of Eric Holk

Certified Specialist in Estate Planning, Trust & Probate Law
The State Bar of California Board of Legal Specialization

60 Garden Court, Ste. 205
Monterey, CA 93940
Phone: 831-622-8808
Fax: 831-655-3660

Eric is a gifted public speaker, and he has given hundreds of seminars on a wide range of estate planning topics. He does presentations for the general public as well as continuing education training for accountants, financial planners, and professionals in health care, insurance and real estate.

If your organization would be interested in having Eric give a presentation on a particular estate planning topic, please give us a call or send us an email. Eric has seminar presentations with detailed handout materials ready to go for many different topics.

List of Seminar Topics

One-hour presentations:

• Estate Planning Checkup: Are Your Affairs in Order?
• Why, When and How to Avoid Probate
• Will vs. Trust: Which is Right for You?
• Who Will Decide When You Can’t? — Advance Health Care Directives & DPAs
• What to Do When a Loved One Dies
• The Importance of Beneficiary Designations (on life insurance, IRAs, annuities, etc.)
• Joint Tenancy and Other Forms of Property Titling — What Everyone Needs to Know
• Executors and Trustees: What to Expect and How to Prepare
• Gifting to Individuals and Charities
• 8 Ways to Avoid Estate Taxes
• The 10 Most Common Estate Planning Mistakes (and How to Avoid Them)
• Elder Financial Abuse and Trust Scams
• Identity Theft: How to Protect Yourself

90-minute to 120-minute presentations:

• Estate Planning Checkup (expanded)
• Charitable Gift Planning

Organizations for which Eric has done presentations

Presentations given to provide Professional Continuing Education Credits:

• California Association of Independent Accountants
• Society of California Accountants
• American Society of CLU and ChFC
• Monterey Bay Chapter of Financial Planning Association
• Monterey County Bar Association – Trusts & Estates Section
• Compassionate Care Alliance
• Raymond James & Associates

Other Presentations Given for:

• Monterey County Ombudsman Program
• Meals on Wheels
• Carmel Foundation
• Alliance on Aging
• Monterey Convalescent Hospital
• Naval Postgraduate School/AARP
• A. G. Edwards & Sons
• American Legion, Marina
• Churches in Carmel, Monterey, Seaside, and Cambria
• Various home health agencies
• Various local retirement communities

60 Garden Court Suite 205
Monterey, CA 93940
ph: 831-622-8808
fax: 831-655-3660
office@trusts-etc.com

Information is copyrighted by Eric N. Holk, 2012.