Video Details
What Californians Need to Know about Estate Planning and Trustee Responsibilities
This online video qualifies for 1 “General” participatory credit hour when continuously watched in full.
Estate planning attorney Brian Wyatt and his paralegal Teri Jones will present on estate planning in California. What are the options available to plan for the transfer of wealth from one generation to the next? When a living trust is used to avoid probate, who should serve as trustee and what are their fiduciary responsibilities? How does a client plan wisely for their own incapacity? What, if anything, has changed in terms of best practices in estate planning? Our goal is to cover the essentials for attorneys and their staff, as well as for consumers looking to make the right choices.
The Sacramento County Public Law Library is an approved State Bar of California MCLE provider according to the State Bar of California MCLE Rules & Requirements [Rule 2.72].
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$20.00
