Friends of the Queen Educational Forum

Friends of the Queen Educational Forum provides expert financial, legal and strategic-planning information to financially savvy donors in the Le Puy Conference Center at Queen of the Valley.
Queen of the Valley Foundation has partnered with respected professionals to offer insight and discussion about the latest laws, trends and strategies that affect the Queen’s supporters.

Planning Ahead… Three Ways to Ensure Your Wishes Are Fulfilled

  • Thursday, June 13, 2019 4:00 PM Reception; 4:30-5:30 Program
  • Queen of the Valley Le Puy Conference Center 1000 Trancas St., Napa, CA
  • R.S.V.P. by Friday, June 7, 2019 Please call 707-257-4144. You are welcome to invite additional guest(s).

Please join us for a special wine and hors d’oeuvres reception in the Le Puy Conference Center at Queen of the Valley. The reception will be followed by a practical and informative discussion with attorneys Anthony Celaya and Meghan Avila of Celaya Law and Queen of the Valley Foundation’s Director of Gift Planning, Damon Tinnon. The presenters will discuss the strategies you need to protect your family’s estate from probate as well as changes in family dynamics, tax laws and your own asset valuations.

atty-anthony-celaya-lawANTHONY CELAYA, founding attorney at Celaya Law, has been practicing exclusively in the wealth-planning field since the beginning of his legal career. His mission is to protect clients, their families and their wealth from loss. As a father of six, Anthony understands that every family has unique challenges, and he considers dealing with such differences one of his most valuable areas of expertise. He is fluent in both English and Spanish.

 

 

 

atty-meghan-celaya-lawMEGHAN M. AVILA, Associate at Celaya Law, began her career in estate planning, and has experience, also, working as Staff Attorney for Legal Aid, Sonoma County. She’s represented victims of domestic abuse and handled child custody and child support matters.
Her belief is supporting families with asset protection and special needs trusts. Through her work in both estate planning and civil law, Avila has worked with hundreds of clients in different family situations and appreciates the chance to help families prepare for their future.

 

 

Download Full Flyer Here



X