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Basics of Estate Planning & Differences Between State Laws - California, Arizona & New Mexico
Please join attorney Lisa Cosper of Morris Hall along with presenter Phil Shekerlian of Bauer & Shekerlian Law and Yanko Castro Ferto, CEO and President of QX Financial as they discuss the basics of estate planning and what the differences are between California, Arizona & New Mexico state laws.

• What is a will?
• What is a Trust?
• What happens if you pass away without a will?
• Who can make healthcare decisions for you if you don’t have the proper documents in place?
• What is the benefit of a trust over a will?
• What are other considerations that should be addressed under CA, AZ, and NM law that I need to be concerned about?

10am AZ
11am NM

Jul 17, 2021 10:00 AM in Arizona

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Lisa Y.W. Cosper
Attorney at Law @Morris Hall, PLLC
Lisa is the oldest of 5 and is privileged to be a part of a blended family. Lisa knows first-hand that a blended family isn’t just an ordinary family times two. It’s a special kind of family with special needs. Lisa has a strong desire to assist families and individuals and her personal and profession experiences allows her to help protect families and their loved ones. Lisa has been with Morris Hall since 2014. Prior to receiving her license to practice law, Lisa worked as a paralegal in both the estate planning and estate administration departments while attending law school.
Phil Shekerlian
Attorney at Law @Bauer & Shekerlian Law
Attorney, Phil Shekerlian, is native to Orange County where he graduated from California State University Fullerton with a BA in Criminal Justice and a Juris Doctor from Whittier Law School where he received two Excellence for the Future Awards. Phil started off interning with a well-established attorney in 2011. He then opened his own practice in 2012. Phil is highly knowledgeable and experienced, and loves getting to know the clients. He is a loyal California Angels season ticket holder, Anaheim Ducks fan, and enjoys fishing and traveling in his free time.
Yanko Castro Ferto
CEO, President @QX Financial
After pursuing a career in Law and Politics in México, Yanko decided to take an opportunity to study at the University of California, Irvine. After obtaining a degree in Political Science, he decided to take advantage of the entrepreneurial explosion of the late 2000’s and started his own financial planning firm in 2008. After more than 13 years in the industry developing invaluable inside knowledge of the financial services industry, he decided to join forces with other financial professionals to tackle the problem of lack of financial literacy in America. As an accomplished musician and performer, he has been able to apply the same level of passion and ingenuity to his professional career.