Navigate Epic Estate Planning Battles Before They Start

June 28, 2012

Attorney & Mediator John O'Grady will discuss the latest approaches to the age old estate planning questions raised in film clips from familiar movies such as "A Thousand Acres," "Mommy Dearest", and "Zorba the Greek." These film clips tap into the limitless depths of the human psyche.

Lawyers receive 2 hours of CLE credit.
Wine and cheese reception at 5:30; program from 6:30 pm - 8:30 pm.
Registration required by June 27; space limited.
50 California Street, 34th Floor, San Francisco

Nonmember Rate $ 40.00
Member Rate (attorneys 3+ years in practice) $ 25.00
Member Rate (legal workers, students, new lawyers) $ 15.00

Register now.

During this lively and enlightening session, John addresses these essential questions:

  • How can I protect my property rights and plan for my care and long term financial security without giving up control of my affairs?
  • How can I best provide for my loved ones and my favorite causes?
  • How will I communicate and document my intentions to prevent misunderstandings?
  • How can I save tax dollars, professional fees, court costs?
  • How will I plan for the ethical challenges of my practice upon my incapacity or death?

Organization of the Class:

Using a combination of film clips from popular movies, lecture, and discussion, John leads a lively and enlightening session that opens the door for participants to fully explore their own estate planning.

Testimonials:

"I was so impressed with John's use of the movie clips to encourage estate planning conversations, rather than simply filling in the blanks on a form. The difficult conversations are so important! John's gentleness with the questions from the audience helped to make this a 'don't miss' presentation for anyone considering their own estate plan." Keila H.

"The estate planning film clips and discussion inspired us to face the daunting task of getting our affairs in order. I was impressed with the clever and engaging use of classic film to get us motivated. I highly recommend it!" Roy L.

"John's estate planning movie scenes reminded me that we have done a lot with our own estate plan and it inspired me to confirm that we have properly put our properties in our names as trustees of our trust. I plan to attend John's presentation once a year to stay motivated to keep our plan up to date!" Saundra D.

About John O'Grady:

It's not easy to talk about death, wills, trusts, terminal illness, or loss. Conflicts about family money and elder care can put important relationships at risk. Estate Mediator and Estate Planning Lawyer John O'Grady's legacy is alive every time he guides people to resolve their conflicts so they stay connected and in conversation for a lifetime.

Since 1989, John has successfully mediated hundreds of inheritance, co-ownership, and business disputes. Seemingly insurmountable and unspeakable conflicts come to resolution as a direct result of his attentive listening and thoughtful questions. Described as direct, empathetic, and non-judgmental, John's persistent, calm demeanor is the foundation from which he skillfully guides people who are stuck in power struggles to come to terms and get beyond their conflicts.

John's path to pursue this work is personal. Soon after law school graduation, John's sister, husband, and infant son were tested HIV positive. John's journey through grieving the illness and passing of his sister and brother-in-law was the most painful and transformative experience of his life. He is adept at encouraging people to talk about unspeakable issues such as death, legacy and loss. His heart-felt compassion and understanding guide people in conflict to resolutions with grace.

There is inherent tension between talking about disagreements and coming to terms. It may take more than one meeting to resolve, especially if conflicts have escalated over time. When clients are open to facing traumatic life and death issues and willing to change, they reach agreements that bring them together over time. This end result is priceless in value.

John has a full service estate planning law practice and he is chair of The Estate Planning, Trust & Probate Section of the Bar Association of San Francisco. Learn more at www.ogradylaw.com