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Book Laura or Josh to Speak

Josh and Laura are the founders of Meier Law Firm and the proud parents of four kids. Laura is the author of THE FAMILY NEST EGG (Penguin Random House and Diversion Books, Jan. 2021) and GOOD PARENTS WORRY, GREAT PARENTS PLAN (2014), and podcast host of If Life Were Perfect.

They use their expertise and experience as family trust attorneys to share practical strategies that you can use to secure your financial future, protect your family, and build long-term wealth. Book Laura or Josh for your organization to educate and empower your members or attend one of the Meier Law Firm’s educational workshops.

Book Laura or Josh to Speak

Speaking Topics

Estate Planning Musts During the Pandemic—Wills, Trusts, & Peace of Mind!

Overview:

How to protect your family members’ inheritances from creditors, predators, future marriages, and lawsuits.How to make your medical wishes known and ensure they are followed.How to leave behind far more than just money.

Estate Planning Musts During the Pandemic—Wills, Trusts, & Peace of Mind!

What you’ll learn:

  • How to ensure your minor children would never be placed in the care of strangers during a sudden emergency or serious illness.
  • How to avoid a long and expensive court process known as probate that would cost your loved ones’ tens of thousands of dollars.
  • How to protect your family members’ inheritances from creditors, predators, future marriages, and lawsuits.
  • How to make your medical wishes known and ensure they are followed.
  • How to leave behind far more than just money.

This workshop is ideal for any person who wants to stop worrying about the ‘what ifs’ in life and instead ensure they and their loved ones would be completely taken care of no matter what!

Personal Budgeting During the Pandemic—Take Control of Your Financial Future!

Overview:

Changes to your household income, uncertainty over investments, debt, anxiety, and shame—not being in control of your finances means not being in control of your future! And while the pandemic may be unprecedented, the financial steps you must take to persevere under any circumstances are time-tested and true. We will show you how setting up a personal budget is critical to riding out the pandemic, bringing back your hope, and setting yourself up to financially thrive no matter what life may bring!

Personal Budgeting During the Pandemic—Take Control of Your Financial Future!

What you’ll learn:

  • The easy technique that changes budgeting from feeling pointless or restrictive, to empowering and essential.
  • How to stop fighting with yourself or your partner over financial decisions.
  • The three key numbers you must know to take control of your bottom line.
  • The easy P.E.A.C.E. process you can follow to set up your new personal budget.
  • Government or employee COVID relief programs/resources available to you.
  • The Core Four power plays for total wealth and security.

This workshop is ideal for any person who feels uncertainty over their finances and wants to experience the freedom that comes with taking control of your finances and future!

The 10 Legal Protections For Children With Special Needs Workshop — Protect Your Child for Life!

Overview:

The Special Needs Workshop is for parents and grandparents of a child with a disability. Through real life stories and easy to understand legal principles, our presenters help parents understand the legal and practical steps they must take to ensure a lifetime of love and care for their child. Our presenters are personally involved with organizations that benefit children with disabilities, and they are committed to helping parents obtain the services, care, education, and future that their family deserves.

The 10 Legal Protections For Children With Special Needs Workshop — Protect Your Child for Life!

What you’ll learn:

  • How to name a guardian for a child with a disability.
  • How to avoid a long and expensive court process known as probate.
  • How to use a special needs trust to pass money to a child with a disability without disqualifying them from receiving government benefits
  • How to leave behind far more than just money.
  • What a conservatorship is and what are the alternatives.
  • How to ensure your child can live the lifestyle you envision for them if anything should happen to the parents.

This workshop is ideal for parents, grandparents, and relatives of any child with a disability (minor or young adult) who wants to make sure that their child is set up for a life without financial strain.

The Rules of Medi-Cal and V.A. Benefit Planning — Don’t Go Broke Paying for Long Term Care!

Overview:

Want to protect your home and savings from nursing home costs? Then you need to know the rules of Medi-Cal and V.A. benefit planning.

Our Elder Law Workshop focuses on Asset Protection from a long term care spend down. We explain the risks of losing all of your assets unnecessarily and how you can avoid going broke while caring for your aging loved ones.

The Rules of Medi-Cal and V.A. Benefit Planning — Don’t Go Broke Paying for Long Term Care!

What you’ll learn:

  • How to protect assets if someone is elderly or currently in a nursing home, assisted living or receiving home care.
  • Why your current power of attorney may be useless if you want to protect assets.
  • How trusts avoid probate court proceedings at death and conservatorship procedures if you become disabled.
  • How to leave behind far more than just money.
  • What a conservatorship is and what are the alternatives.
  • How to ensure your child can live the lifestyle you envision for them if anything should happen to the parents.

This workshop is ideal for any person caregiving for their elderly loved ones
or with aging parents/family members who wants to ensure that their loved ones will be financially secure and medically cared for as they grow older.

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Online & In-Person Workshops

Join a live webinar, register for an in-person event or invite Laura and Josh to speak at your company event.

Take Control of Your Family’s Future

In Good Parents Worry, Great Parents Plan, estate planning attorney and mother Laura Meier shows you the legal and practical steps you must take to protect your children from temporary foster care, courtrooms, loss of inheritance, and other turmoil most kids experience when their parents pass away.

“Laura Meier’s The Family Nest Egg gives parents the tools they need to find confidence, stop worrying, and secure the financial future for their loved ones. Laura’s real-life stories and actionable advice make this read a trustworthy resource for budgeting, investing, and preparing for a financial crisis.”

Barbara Corcoran,

Founder of The Corcoran Group and Shark on ABC’s Shark Tank

Our Team

Newport Beach Estate Planning Attorneys

Serving Clients Throughout California

Virtual and in-person appointments available.