What Californians Need to Know about Estate Planning and Trustee Responsibilities (WEBINAR)

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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.

After you purchase this webinar, you will receive an email message from our Training Coordinator 24-hours prior to the event with a link to Demio.com, the Law Library’s webinar platform. You will log into Demio using your name, California State BAR number (if you do not have a BAR # put N/A) and email address to register into the live webinar.

Paid reservations must be received by Wednesday, April 26, 2023 prior to the event on Friday, April 28, 2023.

Cancellation of the event must be submitted 48-hours before start time for this webinar. Please see our Terms & Condition and the “48-hour Cancellation Policy” for further details.

**This webinar qualifies for 1-hour of participatory MCLE credit. The Sacramento County Public Law Library, provider #11100, certifies that this event conforms to the standards approved for educational activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education [Rule 2.72].

Please click the date of the webinar on the calendar below to activate the “Book Now” button.




Brian Wyatt

Teri L. Jones

MCLE Credit


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