Falk, Barrot and Associates, LLP

An Estate Planning Law Firm

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Speaker Connection

Falk, Barrot and Associates, LLP, Attorneys at Law presents free educational seminars on wide-variety of topics to groups or organizations. Those groups often include non-profit organizations, employers, associations, special interest groups, support groups and financial advisors in our community. To see a list of our Corporate and Non-Profit Presentation Sponsors, click here.

If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.

Presentations Available (but not limited to):

Legacy Wealth Planning

  • Estate Planning Myths: Why Most Estate Plans Fail and What to Do About It
  • Why Most Living Trusts Don’t Work

Basic Estate Planning

  • Wills & Living Trusts
  • Reviewing Your Estate Plan
  • Estate Planning for the Small Business Owner
  • Estate Planning for the Gay & Lesbian Community
  • Estate Planning for Farmers & Ranchers
  • The 5 Myths of Estate Planning

Advanced Estate Planning

  • Planning with IRAs
  • Planning with Charitable Remainder Trusts
  • Family Limited Partnerships
  • Irrevocable Life Insurance Trusts
  • Lawsuit & Asset Protection

Long-Term Care

  • Long-Term Health Care
  • Senior Survival Workshop
  • Protecting Your Assets from a Long Nursing Home Stay

Continuing Education Programs for Financial Advisors

  • Basic to Advanced Estate Planning Techniques
  • Planning with IRAs
  • Business Succession Planning
  • Trust Administration (Estate Settlement)
  • Special Needs Trusts
  • 529 Plans
  • Total Return Trusts
  • Drafting and Administering Special Needs Trusts

Is Your Plan Outdated?

Change is inevitable! See if your plan is outdated and if you need to take action to protect your loved ones.

Office Address

Falk, Barrot and Associates, LLP
865 Laurel Street, Suite 4
San Carlos, CA 94070
United States (US)
Phone: (650) 463-1550
Fax: (650) 463-1560

Opening hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM

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