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February 6th, 2020

11:30 am - 1:00 pm

Non-member program & lunch:
Member program & lunch:
Non-member program only:
Member program only:
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February 2020 Luncheon

11:30 am - 1:00 pm
9620 SW Barbur Blvd

Incapacity DocumentsPlanning for a Possibility.  Can you stand in your spouse’s/partner’s shoes?

Time waits for no one. None of us can ever know with certainty what our futures hold. A basic incapacity plan addresses three key decision-making areas: health, financial and digital assets.  A good plan ensures that, should something happen to you, your wishes will be protected, as well as making sure someone will have the legal authority to represent your interests.  Come learn about what each of these documents are, how you may need to use them and where they should live until you do.

Michelle-Shari Kruss is an estate planning attorney with 24 years of experience. Michelle previously worked with Arthur Andersen with rotations in audit, tax and computer consulting. She is also an author and past juvenile court judge. Protecting your digital identity is one of Michelle’s area of expertise. You can learn more at

Please join us for a very important learning session!

When registering, please select your menu option. Box lunches are ordered from Elephant’s Delicatessen.

Michelle-Shari Kruss
Boxed lunches from Elephants Delicatessen

Bookings are closed for this event.