VIDEO – What Californians Need to Know about Estate Planning and Trustee Responsibilities
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.
Please note each video is designed for continuous 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].