Home Care Assistance is excited to announce that we will be hosting a live discussion on estate planning with two professional fiduciaries, Scott S.H. Phipps, MDiv, CLPF, NCG and Ann E. O’Hara, Esq, in recognition of Financial Literacy Month! The live Twitter chat will be held on Thursday, April 28th at 11:00 AM Pacific, 2:00 PM Eastern.
Participants will be able to join the conversation by including #EstatePlanChat in their tweets and by asking questions directly to our guest speakers by tagging their handles, @ScottPhippsCLPF and @CAProbate22. The discussion will be hosted by Home Care Assistance who will be participating with the Twitter handle, @HCAssistance. For further instructions on creating a Twitter account and joining the conversation, scroll down to the bottom of this blog post.
In this hour-long discussion, participants will learn about the following topics, among others.
- Basics of Estate Planning
- Benefits of Having an Estate Plan
- Role of Attorneys and Fiduciaries
- Important Estate Planning Documents
- How to Start the Conversation on Estate Planning with a Loved One
We are lucky to be joined by two professional fiduciaries who are estate planning experts. Scott S.H. Phipps began working as a Private Professional Fiduciary in 2002 and earned a Certificate in Professional Fiduciary Management from California State University Fullerton. He is a National Registered Guardian, has served on the board for the Center for Guardianship Certification and is a member of the National Guardianship. He has also been a member of the Professional Fiduciary Association of California since 2004 and has served as a Chapter Representative, Northern California Regional Vice President and President. Scott is recognized as a California Licensed Professional Fiduciary by the California Professional Fiduciary Bureau in 2008.
Ann E. O’Hara received her J.D. degree from Golden Gate University School of Law in 2004. In 2011, Ann established her own private practice in Berkeley after serving as an associate attorney for six years at the Law Office of Laura R. Spease in Oakland, California. Now in her fourth year as a solo practitioner, she cannot imagine doing anything else. Ann is a two-time past Chair of the Elder Law, Conservatorships & Guardianships Committee of the East Bay Trusts & Estates Lawyers (EBTEL), served on the Board as Secretary in 2014, and is the current acting Vice President. Ann is also looking forward to serving on the Board of Directors for Legal Assistance for Seniors beginning in mid-2015.
We’re excited for you to join our live discussion on estate planning! Read on for instructions on how to create a Twitter account and tips on ways to engage in the discussion!
If you do not already have a Twitter account, follow these simple instructions to set up your account.
- Visit Twitter.com/SignUp.
- Enter your name, a phone number or email address, and a password. Click “Sign Up”.
- If you entered an email address in step 2, it will ask you to enter a phone number. Enter a phone number, or click “Skip”.
- Choose a username. Your username will be the Twitter handle that people type to ‘tag’ you in tweets. For example, Home Care Assistance’s username is @HCAssistance.
- The next 3 steps include adding a photo, interesting topics and importing contacts. All 3 steps are optional and can be skipped.
- Lastly, choose people to follow. Start by following @HCAssistance, @CAProbate22 and @ScottPhippsCLPF. Now you’re all set up!
Once you have set-up and logged into your account, the following tips will help you get the most out of our live discussion!
- Make sure that you are logged in to your Twitter account. Visit TweetChat.com, type in #EstatePlanChat and click “Go”.
- Live tweets will appear in your newsfeed in real-time. To join the discussion, type your tweet into the large box at the top of the page and click “Tweet”. TweetChat will automatically add #EstatePlanChat to every tweet so that they appear in the discussion.
- To ask someone a question, add their handle to your tweet. For example, you may tweet: “@CAProbate22 Why is estate planning important? #EstatePlanChat”
- To engage with a person’s tweet, you can use the buttons below their tweet. The arrow button allows you to type a reply, the recycling sign reposts the tweet on your page, the second recycling sign allows you to add a comment and then repost the tweet, and the heart allows you to like the tweet.
We’re excited to see you join our discussion on estate planning on Thursday, April 28th!