The Government Gets $0 When You Die (Legally)
2127 Gold Canyon Drive
San Antonio, TX 78232
Event Schedule
Luncheon
- 12:00 – 12:30 PM: Presentation
- 12:30 – 12:45 PM: Open Question Forum
- 12:45 – 1:00 PM: Wrap Up
- 6:00 – 6:30 PM: Presentation
- 6:30 – 6:45 PM: Open Question Forum
- 6:45 – 7:00 PM: Wrap Up
- Why strategic estate planning is essential to minimize taxes and preserve your wealth.
- Effective methods to significantly reduce or completely avoid probate, cutting associated costs and taxes.
- How to shield your assets from creditor claims, lawsuits, and unforeseen financial challenges.
- Strategies to efficiently transfer generational wealth, ensuring your legacy leaves a lasting positive impact while minimizing tax burdens.
- Smart tax-planning approaches to protect and grow your assets for beneficiaries with unique needs.
- An in-depth look at probate, its hidden costs, tax implications, and potential delays—and how you can steer clear.
- Legacy planning strategies designed to protect your wealth, reduce estate taxes, and ensure your final wishes are fully honored.
Meet Our Estate Planning Attorneys
Our unique background allows us to provide insightful guidance in matters of estate planning, trust & probate administration, and long-term care planning.
Pamela Hailey-Petty
One of the most important things to Pamela is family and she takes the time to help her clients protect what they have built over their lifetime.
Her goal is to ensure that she and her team are helping them achieve their estate planning goals.
Sharissa Baeza
Sharrissa was raised in Central Texas and earned her Law Degree from South Texas College of Law Houston.
She then gained experience in the Estate Planning and Probate Clinics, offering pro bono services to individuals and families within the community.
Kay Covarrubia
Kay has always had a strong passion for estate planning and helping people.
She feels missional about guiding people in the law to protect themselves and their loved ones.
