Pints & Planning

Securing Peace of Mind with Legacy Planning

Aviator Pizza and Pinthouse at Muller

Thursday, February 22, 2024, 6:30-8:00PM 

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Key Messages for our Conversation

During an hour-long education session, an attorney will go over the the importance of estate planning and the different parts of the estate planning documents. 

Feel good because your legacy will be demonstrated

An Estate Plan is not just a will or a Trust. It is a series of documents that articulates your values to your family and friends. It creates your legacy. It tells your family what is important to you.

Have inner peace because your family will be cared for

Thinking about all different kinds of situations can be hard.  By working with an attorney, you will be able know that you have thought of anything that can happen to your family and have created a plan for that scenario to ensure that they are cared for when you are not with them. 

Feel confident that your assets are safe

The State of Texas is in control of over $7B dollars because many people lose their money when they are gone.  Our process will help you keep a good inventory of your assets to ensure that your loved ones have access to them when you are no longer able to.                                

WHAT PEOPLE SAY ABOUT LANCE

"Creating an estate plan requires a thoughtful, skilled, organized, and trustworthy advisor to guide the process. Lance Kutnick of Scion Law possesses all of those traits and made the experience a positive one. Thank you for ensuring that our family has made the correct decisions for us"

Julie and Mike Greiger
"Lance and Christine are so wonderful; we felt so at ease and trusting in them to help us with our estate and legacy planning. Lance made the process straightforward and easy for us to understand all the different nuances and how to best protect our family. I'd recommend them to anyone looking for help with their trust, will, estate, etc.!"
Mathew Scholtec
"We hired Lance Kutnick to update our wills, trust, advance directives, and other important legal documents. We found him to be highly professional, proactive, pleasant, and phenomenal overall. We strongly recommend Lance to anyone seeking an outstanding estate attorney in Austin (or anywhere in TX since he's very knowledgeable about Texas estate/probate tax laws).."
Paula and Howard Friedman

Session
During this free education session you will learn:

  1. Why not having an estate plan can make our young children vulnerable to being placed in CPS state custody in the short term and not having permanent guardians you would choose in the long term;
  2. Why you should now name your medical power of attorney, durable financial power of attorney, advanced directives, and pre-need declaration of guardian;
  3. Legal strategies to avoid probate court which can save the estate $10,000s and make financial and real estate assets immediately available for the care of your loved ones;
  4. How blended families are in special need for estate planning;
  5. The 3 things your estate plan must include to keep your money out of the hands of the government;
  6. How often your estate plan needs to be reviewed and updated to ensure that they don’t become a pile of expensive and useless papers;
  7. What happens if you do not have a plan in Texas;
  8. What estate planning should cost and who pays the cost of a “too cheap” plan.


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About Lance Kutnick

Lance’s goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your life. He will be there to celebrate each life milestone. Whether it is a new addition to your family, a sale of a business, or a passing of one of your family members. Lance wants to be there to advise you accordingly. His focus is to help families avoid collapse after the death or disability of a loved one. 
 
As a seasoned lawyer with the Texas State Attorney General’s office and as a Lead Prosecutor with the Nueces County District Attorney’s office, Lance saw firsthand how people took advantage of others during dark times. It is because of his elder abuse cases that Lance decided to dedicate the rest of his life to ensuring that families are well prepared for their next season of life.
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 DISCLAIMERS: Scion Law Firm, PLCC (the "Firm"), and its attorneys have published this Website, its media, and its content for educational purposes only, to give you general information and a general understanding of the law. No information provided on this page, should be construed as  specific legal advice for your family. The information published here is not intended to serve as a substitute for competent legal advice, nor should it be used as a substitute for competent advice from an attorney who is licensed to practice in (and in good professional standing with) your state or jurisdiction. Choosing an attorney is an important decision, one that you should not make based solely on information gleaned from a website or advertisement.


Transmission of information via website contact forms and/or any communication with the attorney or any other staff members via e-mail establishes an attorney-client relationship. Any information you convey via the Internet may not be secure, and information conveyed prior to establishing an attorney-client relationship may not be privileged or confidential. Therefore, please do not send any confidential information until an attorney-client relationship has been clearly established.

An attorney-client relationship is established only after an attorney has expressly communicated the ability to represent you and after an engagement agreement has been executed. Mr. Kutnick may decline to represent you if a possible conflict of interest is discovered or if he feels that the two of you are not a good fit.
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