May 15, 2018- Family Dynamics in Estate Planning

May 15, 2018 @ 12:00 pm – 1:30 pm
Harry's Plaza Cafe
3313 State Street
Santa Barbara
Members: $35 Guests: $45
Rochelle Rose
805 682 4711 x179

Family Dynamics in Estate Planning

Attorney Roy Schneider from Westlake Village will share his wealth of information from decades of experience in his estate planning work with families, couples, and individuals. He will explore relevant topics including when institutional or private fiduciaries are recommended.

Speaker: Roy Schneider

A UCLA graduate, Roy Schneider earned his J.D. degree from Loyola Law School. After graduation he served as Counsel for Bank of America in its Los Angeles Corporate Office. He later joined an established firm in Ventura, California where he was a principal until August 2012, when Roy established his own law firm, Schneiders & Associates, L.L.P.

Roys’s areas of practice include business planning, entity formation, mergers, acquisitions and sales of businesses, employment law, contracts, transactional matters of all kinds, real estate transactions, homeowners associations, non-profit law and estate planning.

In the estate planning area of his practice, Schneider strategizes with individuals, couples, families and businesses to protect their families, wealth and legacy by providing comprehensive estate planning tools that best fit his client’s wishes and unique circumstances with basic to advanced planning techniques such as trusts, wills, powers of attorney, family partnerships and life insurance trusts.

Roy also has a passion for education and was recently appointed as an Adjunct Professor at the University of La Verne, Moorpark Campus where he teaches a legal environment of business course and is on the faculty as an Adjunct Professor of Business Law and Business Ethics at Ventura Community College. He served for 15 years as a Professor of Corporations Law at Ventura College of Law, and taught for five years as an Adjunct Professor of Business Law of a course entitled Ethics, Executive Integrity and Social Responsibility at Antioch University in Santa Barbara, California.


Members: $35.00/ Guests: $45.00

Lunch includes enchilada buffet with vegetarian options. Please register for this event by clicking ‘Tickets”. If you would like to join the Santa Barbara Council of Charitable Gift Planners, click here.  You will need to create a username and password and will also join the National Association of Charitable Gift Planners by clicking “Individual National Member” and then select our council under the CA options.

Posted in .