Even the best estate plans aren’t “set it and forget it.” Tax laws shift, families grow and change, and the documents that may have been signed years ago don’t always reflect the lives we’re living now.
Join us for a complimentary session with Jeffrey Zlot of Alti that takes a fresh look at legacy plans with an eye toward clarity and productive communication with loved ones.
Mr. Zlot will:
- Discuss tax-smart decision-making
- Speak about the latest planning considerations
- Review upcoming tax changes
- Explore ways to ensure your existing plan protects your wishes and minimizes future burdens
- Share insights on how to start conversations with adult children about your plans in a way that feels calm and rooted in shared understanding
Through relatable stories and actionable guidance, participants will leave feeling better equipped to keep their estate plans aligned with what matters most to them.
This free workshop is offered to residents, families, and community members. There will be no gift solicitations.
SPEAKER: Jeffrey Zlot, Managing Director of AlTi
DATE & TIME: Thursday, June 25, 2026 • 2:00-3:30 pm
LOCATION: Ozzie’s Private Dining at Frank Residences
1 Avalon Avenue, San Francisco, CA 94112