Thanksgiving Hours: Wednesday 11/27: 9am-2pm, Thursday 11/28: Closed, Friday 11/29: Closed

Revocable Trusts

In this presentation, Jack S. Johal, J.D., LL.M. will discuss the different types of revocable trusts as well as the different types of provisions that can be included in revocable trusts.

Topic will include:
• The role of the Grantor
• Revocable Living Trusts v Irrevocable Living Trust
• Avoiding Probate
• Ease of Management
• Stewardship of Resources after Death
• Tax Advantages

Developing a balanced strategy is critical in assisting your client with the appropriate trust to fit their specific needs

Please click the date of the class on the calendar to activate the “Book Now” button

For webinars - 15 or fewer webinar bookings for a single order. If you have more than 15 people booking, please submit separate orders.

Free

SKU: a2a722df6741

MCLE Credit

2 hours

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