Facilitated by Trey Yates, III
At this free Leaving a Legacy Workshop, Sam M (Trey) Yates will provide professional and practical information that, if followed, will help you in putting together a legacy plan that not only meets your goals, but is aligned with your spiritual values. He will also discuss common misconceptions regarding Legacy planning along with fundamentals of wills, trusts and other gift planning opportunities.
This informative workshop is designed to assist you in understanding the benefits of basic estate and gift planning and how your legacy can shape the future of Unity of Houston for the next generation.
About Trey Yates:
Sam M. (Trey) Yates, III, is a Family Law Trial Attorney in Houston, Texas, whose practice is dedicated exclusively to assisting all families in their time of legal transition, whether it is by divorce, the seeking of custody of a child, or the death of a loved one. He is Board Certified in Family Law by the Texas Board of Legal Specialization.