A private planning workshop for homeowners with real assets. Learn how to keep your estate out of probate court, off the public record, under the tax line where possible, and locked to the people you choose.
This workshop is built for homeowners with real assets, real property (often more than one), and heirs. If any of the four below apply to you, a plain will is not the protection you think it is.
A will does not skip probate court. It runs straight through it, in public, on the record, and often slowly. See what actually keeps your home, your accounts, and the size of your estate off the public court file.
State estate tax lines move. Federal exemptions sunset. Your accounts keep growing into them. Understand where your estate sits today and what structures move meaningful assets under the line before it is locked in at death.
An outright handoff means a second marriage, a divorce, a creditor, or someone showing up later can pull assets right back out. Learn how to lock an inheritance to your bloodline with the right controls in place.
A binder on a shelf is not a plan. If the house, the accounts, and the business are not actually titled into the trust, none of it works when it needs to. See what "funded and recorded" really means and why it separates a real plan from a worthless one.
This is not a general estate planning class. It is for people whose situation has outgrown a plain will and who want to see, in plain language, what an estate like theirs actually needs.
This workshop is capped at a small group. No hype, no rushing, no products sold in the room. Come, learn what applies to your situation, and leave with a clearer picture of what your estate actually needs.
Claim My Seat →Estate Planning Attorney
Jeffrey Berenholz is an experienced estate planning attorney who helps individuals and families make informed decisions about their future. He is passionate about helping families stay out of court and conflict in the event of incapacity or death. In this educational seminar, he’ll break down key estate planning concepts and common mistakes in estate planning. Whether you're new to planning or ready for an update, this is a great place to start.
Reserve My Seat →A focused session with room for real questions. We respect your time and finish on schedule.
Come with questions and leave with a clearer picture of what your estate actually needs. The room is small, the language is plain, and there is time for real answers.
Estate planning touches both of you. Being in the same room for the same conversation puts you on the same page from the start.
Yes. There is no cost to attend and no obligation to work with the firm afterward. An educated community makes better decisions for their families, and this workshop reflects that.
No documents required. If you already have a will or trust and want the general picture in mind while you listen, bring it. You will not be asked to share anything private in the room.
Yes, if possible. Estate planning affects both spouses and the plan works best when both people hear the same material at the same time. If your spouse cannot attend, come anyway. You can reserve a private planning session for the two of you afterward if it makes sense.
That is exactly who this workshop is built for. The material assumes real assets, real property (often more than one), and real family complexity. Multi-state estates, business owners, blended families, and estates near a state or federal tax line are all specifically addressed.
Not automatically. If, after the workshop, you want a private planning session to review your specific situation, one can be scheduled. That decision is entirely yours and there is nothing sold or signed in the room.
© 2026, Jeffrey Berenholz at JEFFREY S BERENHOLZ LLC. All rights reserved.