2.5-hour MCLE credit
Viewing Time: 150 minutes
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 note, supplemental materials can be downloaded from the same page you view this video. In the video description, click the URL to download the “…speaker’s handouts and ancillary files.”
Please note each video is designed for continous viewing until its conclusion.
The viewing of this online video meets the criteria for “participatory” continuing legal education credit as verified by the Sacramento County Public Law Library, an approved State Bar of California MCLE provider according to the State Bar of California MCLE Rules & Requirements [Rule 2.72].