Tea & Trusts: Strategic Estate Planning for Business Owners, Professionals, and Their Families

Description

You’re invited to an elevated estate planning experience designed for business owners, professionals, and community leaders who value smart strategy, asset protection, and lasting peace of mind—for themselves and the people they love.

Join us for Tea & Trusts, a relaxed yet informative legal event where we’ll spill the tea on what really happens when legal planning is skipped—or handled by a budget attorney or DIY form.

Tea & Trusts: Where Holistic Strategy Meets Real-Life Protection

Date: April 22, 2025
Time: 6:00 PM – 7:30 PM
Location: Love.Life Holistic & Wellness Club, Community Room
Includes: Complimentary tea, light bites, and a raffle for a luxury Japanese tea set

Holistic planning means looking at the full picture—not just documents. It’s about aligning your estate plan with your business, your family, and your long-term goals. This event brings clarity, strategy, and a grounded approach to protecting what you’ve built—and what you hope to pass on.

At This Practical Session, You’ll Learn:

• Why a will alone may not be enough—and what a trust can really do

• How to avoid probate, court delays, unnecessary taxes, and legal messes

• What every parent, property owner, and entrepreneur should know to protect their legacy

Already have a Trust? We’ll also cover how often it should be reviewed—because even solid plans need a regular checkup.

About the Speaker

Rosanna Savone is the founder of Blue Pinnacle Law, a boutique firm serving entrepreneurs and families. With a background in business law, estate planning, and trademark protection, she helps clients structure smart legal foundations and plan for what’s next. She’s also a proud Hermosa Beach Chamber of Commerce member and passionate about holistic planning that protects both what you’ve built and who you love.

About the Giveaway

All attendees will have a chance to win the Voyage Tea Set by Yamatsu—a sculptural, artisan-crafted porcelain set valued at $350, from one of Japan’s most celebrated ceramic makers. Designed to elevate your tea ritual, it’s as functional as it is beautiful.

Chamber-Exclusive Offer

Chamber members who attend will receive $250 off a legacy planning session booked at the event.

Space is limited. RSVP now: https://bit.ly/teaandtrustsapril

If you’ve ever wondered whether your estate plan is as strategic as your business plan, this event is for you.

Come sip some tea, connect with fellow business owners, and walk away with clarity and peace of mind.

Warm regards,
Rosanna Savone, Esq.
Blue Pinnacle Law, PC