Estate Planning Demystified: Wills, Trusts and Incapacity Documents



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Credit Details
Credit Hours:
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
Original Air Date:
July 31, 2023
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the 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.

Meet the Speakers
Courtney Cole Patton, Esq.
Courtney Cole Patton, Esq.


Partner Jakle, Alexander & Patton, LLP

Courtney Cole Patton, Esq., Partner of Jakle, Alexander & Patton, LLP, practices in the areas of estate
planning, trust administration, trust settlement, probate, conservatorships and property tax. With a deep
understanding of the legal landscape, Courtney is dedicated to providing exceptional legal services to
her clients. Courtney earned her Juris Doctorate degree from the Pepperdine University School of Law, where she graduated in 2013. During her time at Pepperdine, Courtney also earned a Certificate in Dispute Resolution from the Straus Institute of Dispute Resolution. Prior to law school, Courtney obtained a Bachelor of Arts degree in political science from the University of California, Irvine in 2010. Courtney is an active member of the Trusts and Estates Sections of the Los Angeles County Bar Association, Santa Monica Bar Association, Beverly Hills Bar Association and California Lawyers Association. Courtney serves as a member of the Trusts and Estates Executive Committee of the Beverly Hills Bar Association. Courtney was recently selected as aThomson ReutersSuper Lawyers Southern California “Rising Star” for 2023.

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Jacqueline D. Yu, Esq., LL.M., TEP
Jacqueline D. Yu, Esq., LL.M., TEP


Principal The Law Offices of Jacqueline D. Yu

Jacqueline D. Yu, Esq. LL.M., Principal of The Law Office of Jacqueline D. Yu, A Professional Law Corporation, offers a breadth of significant experience as an advanced estate, tax, and business succession planning and administration attorney representing high net worth individuals, families and business owners in both domestic and international matters. Her expertise in estate and tax planning, business transactions and probate and trust administration, includes structuring trusts using asset value
discounting and estate freezing techniques, providing asset protection through multi-layer entity
structures, business succession planning through transfers of minority interests in family limited
partnerships and limited liability companies and buy-sell agreements, administering complicated
estates, and serving as a trusted advisor to families and fiduciaries. She holds a Juris Doctorate degree
from Notre Dame Law School, a Master of Laws degree from UCLA School of Law (Tax and Business
Law Specialization), and a Bachelor of Arts degree from UCLA (Political Science-International
Relations Concentration and Asian American Studies-Ethnic Studies). She has worked for some of the
most prominent trusts and estates law firms and is featured as a Super Lawyer 2022 -2023 by Southern
California’s Super Lawyers magazine. Ms. Yu serves on the Executive Committee of the Trusts and
Estates Section of the Beverly Hills Bar Association and as President of the Asian Business League of
Southern California. She is a member of the Society of Trusts and Estates Practitioners (STEP), an
international organization of wealth planning advisors, and the State Bar of California. Ms. Yu
represents clients throughout the state, as well as those living abroad who own property or have other
interests in California.

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