Estate Planning Demystified: Wills, Trusts and Incapacity Documents
About this program
What is the difference between a will and a trust? Can a will help to avoid probate? How do I fund my trust?
These are just a few of the questions that estate planning attorneys hear. Join us for a comprehensive, nuts and bolts introduction to estate planning. During this program, we will cover the basics of estate planning, including wills, trusts, tax rules, trust funding, non-probate transfers, and incapacity documents.
This program is intended to provide a foundational understanding of the basics of estate planning. This is a great program for attorneys who are new to estate planning or who are interested in adding estate planning to their practice.
This OnDemand CLE program earns 1 hour of General credit in California. It aired July 31, 2023 and features Courtney Cole Patton and Jacqueline D. Yu, Esq., LL.M., TEP.
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