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The Oakley Law Group

Preserving Your Life's Work for Your Family's Future

(818) 937-2335
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Speaker Connection
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Speaker Connection

The Oakley Law Group 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.

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

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

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There’s a lot that goes into setting up a comprehensive estate plan, but with our complimentary worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.
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The Oakley Law Group

2600 West Olive Avenue, 5th Floor
Burbank, CA 91505
Phone: (818) 937-2335
Fax: (818) 450-3886

Office Hours

Monday to Friday : 9:00am to 6:00pm PST

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