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DTP San Diego, CA (ZOOM)

When:
Friday, August 26, 2022, 9:00 AM until 10:00 AM
Videoconference information will be provided in an email once registration is complete.
Additional Info:
Event Contact(s):
Kelson C Penn
(760) 271-4836 (p)
760-271-4836 (c)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee

Welcome to DTP: San Diego, CA



About Divorce Transition Professionals (DTP)

 

Why 2.0? Well, after 10 years it is time for a change. A change in location, a change in format and a change in the design. So, we're bringing in a top-notch speaker, holding it in a top-notch location, providing all of the networking and business opportunity you could ask for with some of the best professionals in the community that specialize in working with people dealing with divorce. While this particular meeting may not have all of the following, we expect to provide continuing education, networking, study groups, break-out sessions, case consultations and more......


This event is completely free to all FIRST TIME attendees. It is an opportunity to find out what the Divorce Transition Professionals is all about, what it is about to become and how becoming a member will benefit you. So, if you are a professional in the divorce field i.e. Attorney, Accountant, Financial Professionals, CDFA, Mediator, Therapist, Realtor, Mortgage Broker etc.....please attend and check us out. There is nothing like us in the area currently.




This Month's Program

Dana Green is an Estate Planning/Probate/Trust Administration and Elder Law attorney in North County, San Diego serving all of California. She was born in New York and was raised bi-coastally in New York and California. She received her B.A. in Finance and Business Economics with an emphasis in Spanish and French from Goucher College and her J.D. from the Benjamin N. Cardozo School of Law. Dana is admitted to the bar in three states: California (1993), New York (1987) and Connecticut (1987). In addition, she was the 2018 Winner of the San Diego FINE Magazine “Best Estate Planning Attorney” Award.

 

Dana has practiced in various fields of law over the years including Family Law, Insurance Defense Litigation and Real Estate Law before starting her own law firm in 2010. She is a trained Mediator (family law and civil) and continues to provide Family Law assistance doing Divorce Mediation, Pre- and Post-Nuptial Agreements, Marital Settlement Agreements and MSA Reviews for parties involved in a mediated divorce with other attorneys or mediators.

 

Her passion is educating people and providing peace of mind by preparing them for the unexpected.

 

As an Estate Planning attorney, she makes sure that her clients have a customized estate plan in place. Although she wants everyone in California to avoid probate, she does offer Probate Services for those who fail to plan. As an Elder Law attorney, she represents clients who have been subjected to Financial Elder Abuse or those who need Elder Law Planning to Qualify for Medi-Cal.

 

Dana has found a niche that helps all single adults with a very important and often overlooked need. Her Peace of Mind package© is for anyone over the age of 18 that is not married - be it never married, divorced, widowed, involved in a long term though unmarried relationship, LGBTQ+ or high school/college aged young adults.

 

Dana has always been involved in philanthropic endeavors. During law school, she worked in the Criminal Law Clinic (now known as The Innocence Project) under the tutelage of Barry Scheck, who became famous when he was part of OJ Simpson’s Defense Dream Team. She also worked in the Bet Tzedek Civil Litigation Clinic representing the elderly and individuals with disabilities who could not afford private counsel. She’s been involved with the San Diego Volunteer Lawyers’ Program and The Domestic Violence Prevention Clinic. She was a founding Board Member of and continued her service for 13 years at Connor’s Cause for Children, a non-profit organization that eases the burdens faced by families who have children with life-threatening illnesses. She has served on the Board of Directors of Milestone House, a non-profit that provides an innovative residential program for at-risk teenage foster girls, and of North County Women in Networking (NCWIN), an organization that provides scholarships to young women to help them afford college at California State University, San Marcos. And she currently serves as Secretary for the Rancho Santa Fe Business and Professional Women’s Association.

 

She is passionate about health and, considers herself a Wholistic Estate Planning Attorney. She incorporates “Health is Wealth” as part of her practice.  She is a firm believer that although one must plan for an unexpected death or incapacity, once the planning is done, it is important to live a healthy lifestyle.





DTP San Diego Chapter Leader


 

I am a San Diego native with a passion for helping families understand the process of building wealth through real estate. I believe that education is the best tool for getting ahead which is why I pride myself on taking the extra time with each client to ensure they understand the short and long term impacts of their various options. I am excited to be a part of the DTP chapter in San Diego and I look forward to helping those going through divorce navigate through it and find the best solutions for their unique situations.





DTP Founder

 

Neil Palache
The Wealth Creator Company For Women

Tel: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com

Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.