April 15, 2026|Speaking Engagements
Partner Sandy Isaac will be among leading industry professionals presenting on the Financial Empowerment Panel hosted by the National Latina Business Women Association in San Diego, CA in collaboration with the San Diego County Hispanic Chamber of Commerce. The event will be held April 29, 6:00pm PT at the National City Public Library. Panel speakers will focus on probate and the real-life impact it has on families, along with the steps individuals can take to protect their assets and avoid unnecessary hardship. To ensure a focused and impactful conversation, the presentation will include what happens when there is no plan, and how to avoid probate. Additional speakers include Ivette Kuyateh, Esq.; Jordan Marks, San Diego County Assessor; Diana Canales, Financial Advisor, Edward Jones; and Claudia Ignacio, Esq.
To learn additional details about the Financial Empowerment Panel, click here.
Outline for each Speaker
Sandy Isaac, Esq.
Probate Law, Estate Planning and Trust Law
Overview of the probate process, timeline, costs, and what families can expect when navigating the court system.
Ivette Kuyateh, Esq.
Estate Planning Attorney & Financial Educator
How to avoid probate through proper planning, including living trusts, wills, and key documents every family should have in place.
Jordan Marks
San Diego County Assessor
What happens to property during probate, including reassessment, inherited property considerations, and common misconceptions.
Diana Canales
Financial Advisor, Edward Jones
What happens to financial accounts and investments, the importance of beneficiaries, and strategies to protect and transfer wealth effectively.
Claudia Ignacio, Esq.
Tax Attorney – Estate & Probate Tax Specialist
Tax implications related to inheritance, property, and probate, including common mistakes and how to minimize financial impact.
