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OCEA Members Only | Oct. 14: Estate Planning–Living Trusts & Wills

October 9, 2026

Flyer for an OCEA members-only seminar titled “Controlling Your Legacy: Estate Planning—Living Trusts and Wills.” The event is Wednesday, Oct. 14, 2026, from noon to 1 p.m. at the OCEA Assembly Room, 830 N. Ross St., Santa Ana, CA 92701, and on Zoom. Topics: asset distribution (assigning beneficiaries and establishing a living trust to avoid probate), caring for minors (nominating guardians and making provisions for children or grandchildren), and medical decisions (empowering the right person to manage your finances and make decisions in case of the unexpected). Presented by Affinity Trusts and Orange County’s Credit Union. In-person space is limited; RSVP by emailing rsvp@ocea.org. Lunch is provided for in-person attendees, and complimentary parking is available in the Diamond Parking lot in front of OCEA, but is limited, so please carpool. No RSVP is needed to join via Zoom; check your home email for Zoom meeting details. Questions will be prioritized for those physically in the room. OCEA, (714) 835-3355, ocea.org.

OCEA Members Only—Join us at OCEA for an in-depth seminar on estate planning!

Topics covered will include:

Asset Distribution: Learn about assigning beneficiaries and establishing a living trust to avoid probate.
Caring for Minors: Nominate guardians and make provisions for your children and grandchildren.
Medical Decisions: Empower the right person to manage your finances and make decisions in case of the unexpected.

In-person space is limited. Please rsvp by emailing rsvp@ocea.org. Lunch will be provided to those who attend in-person. Complimentary parking is available in the Diamond Parking lot in front of OCEA but is limited so please carpool. THERE IS NO NEED TO RSVP IF YOU ARE JOINING VIA ZOOM. The Zoom link has been included in communications sent to your home email.