LIVE WEBINAR (ON ZOOM)

Smart Estate Planning Strategies for Affluent California Families

How families with $1M–$10M+ in assets can reduce taxes, avoid probate, and protect their legacy—without costly mistakes.

Value-focused:

  • How to keep your estate out of California probate court
  • Strategies affluent families use to reduce taxes and protect wealth
  • The most common (and expensive) estate planning mistakes—and how to avoid them
  • How to ensure your family is protected if something happens unexpectedly
Is This Webinar Right for You?

This session is designed for California families who: 

  • Own a home or real estate 
  • Have $1M+ in total assets 
  • Want to minimize taxes and avoid probate 
  • Value professional guidance over DIY solutions
This may not be a fit if you are looking for basic or DIY estate planning information.
What You’ll Learn

During this private educational session, you’ll discover:

  • Why a simple will may not protect your family in California 
  • How living trusts actually work (and when they don’t) 
  • The real cost of probate—and how affluent families avoid it 
  • Advanced strategies to protect assets and reduce estate taxes 
  • How to prevent family conflict, court involvement, and delays 
  • What happens if you become incapacitated (and how to plan for it) 
Who This Is For

This session is especially valuable for: 

  • Homeowners in California 
  • Dual-income professional families 
  • Business owners and entrepreneurs 
  • Families with children or dependents 
  • Individuals with $1M–$10M+ estates 

About your presenter  

Snehal Patil is the founder, CEO and Managing Partner of IndUS Counsel. Snehal has over two decades of experience as an attorney in the United States and India, and is dual-licensed to practice law in both countries. He is fluent in English, Hindi and Marathi.

Click HERE to learn more about your presenter, Snehal Patil.

Event Details

📅 Dates:
👉 Tuesday, May 26, 2026 at 6:00 PM
👉 Wednesday, May 27, 2026 at 12:00 PM

📍 Location: Zoom

Limited to 25 households to allow for Q&A

Reserve My Spot

Protect What You’ve Built—Before It’s Too Late 

Most families wait too long to put a proper plan in place. This session will show you what to do—and what to avoid.

Reserve My Spot

Attendees will have the opportunity to schedule a private estate planning strategy session following the webinar. 

Copyright © 2026 IndUS Counsel | Privacy policy
We do not share, sell, or rent any personal info with any third parties or affiliates.