Nuts & Bolts: Potential Pitfalls Post-Trust Creation



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Credit Details
Credit Hours:
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
Original Air Date:
July 27, 2021
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

This presentation will provide some general insights for how to make sure your clients’ affairs are in order after they execute their estate plan and what potential pitfalls can await them. Dina Nam will be speaking about what happens after clients create a revocable estate plan and what proactive steps practitioners should take. She will be discussing topics including trust funding, beneficiary designations, and what happens if clients forget to fund their trusts. Nuts & Bolts series.

Meet the Speakers
Dina Nam



Trusts and Estates attorney with a Master of Laws (LL.M.) focused on Business Law and Taxation from UCLA School of Law. Skilled in Estate Planning, Trusts, Wills, and Estate Tax Planning. Experienced Lecturer Of Law with a demonstrated history of working in the research industry.

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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

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