Hobbs Legacy Law Group, LLC – 2027 Quarterly Client Education Series
Annual Maintenance Plan Exclusive Benefit
All seminars will be conducted via Zoom and begin at 7:00 p.m. Eastern Time on the second Wednesday of the applicable month.
Winter Seminar
Wednesday, January 13, 2027
7:00 p.m. – 8:00 p.m.
Estate Planning Refresh: What Every Family Should Review in 2027
Topics Include:
- Life events that require estate plan updates
- Reviewing fiduciary appointments
- Updating beneficiaries and contingent beneficiaries
- Changes in assets and ownership structures
- Common mistakes with powers of attorney
- How often you should review your estate plan
- Recent developments affecting Pennsylvania families
Spring Seminar
Wednesday, April 14, 2027
7:00 p.m. – 8:00 p.m.
Trust Funding Made Simple: Avoiding the Most Common Mistakes
Topics Include:
- Why trust funding matters
- Assets that should be transferred to your trust
- Assets that should generally not be transferred to your trust
- Beneficiary designations versus trust ownership
- Real estate funding considerations
- Common bank and brokerage account issues
- How to confirm that funding has been completed properly
Summer Seminar
Wednesday, July 14, 2027
7:00 p.m. – 8:00 p.m.
Aging, Incapacity, and Long-Term Care Planning
Topics Include:
- Understanding incapacity planning
- How powers of attorney work
- Health care decision-making and HIPAA issues
- Long-term care planning basics
- Protecting assets during a health crisis
- Guardianship avoidance strategies
- Planning for aging parents
Fall Seminar
Wednesday, October 13, 2027
7:00 p.m. – 8:00 p.m.
Protecting Your Legacy for the Next Generation
Topics Include:
- Protecting inheritances for children and grandchildren
- Spendthrift trust planning
- Trusts for beneficiaries with disabilities
- Beneficiary designation coordination
- Asset protection considerations
- Family communication and succession planning
- Estate planning lessons from real-world case studies
Bonus Year-End Client Update
Wednesday, December 8, 2027
7:00 p.m. – 8:00 p.m.
Year-End Estate Planning and Tax Update
Topics Include:
- Important legal developments from 2027
- Federal and Pennsylvania tax updates
- Beneficiary designation reminders
- Trust funding reminders
- Annual estate planning checklist for 2028
- Questions and answers with Rebecca A. Hobbs, Esq., CELA
Registration Information
As a benefit of your Annual Maintenance Plan membership, all seminars are provided at no additional charge. Zoom registration links and reminder emails will be sent approximately two weeks before each event. Family members are welcome to attend unless otherwise noted.
All seminars begin promptly at 7:00 p.m. and will include a live question-and-answer session.