Class recorded January 25, 2023

A revocable living (or inter vivos) trust can benefit most Californians, and yet most fail to plan their estate appropriately using this important legal technique. Among other benefits, a revocable trust can avoid probate:  a complicated process that can cost your client’s family and heirs a lot of time and money. In this class, attorneys will learn how to draft an effective living trust.

Class covers:

• The differences between a living trust and a testamentary trust; 
• What protections trust assets have against creditors;
• How to amend or revoke a trust document; and
• Tax considerations.

Earn 1.0 hour General  participatory MCLE Credit: After registration, a staff member will email you the course materials, an evaluation form, and your Certificate of Attendance (usually the next business day). Register first, then watch the recording to the end and answer the questions provided in the popup to verify your attendance

MCLE Disclaimer:

MCLE credit is only granted to attorneys licensed to practice law by the State Bar of California. Attorneys from other jurisdictions should contact their state bar to learn about credit reciprocity.

Registration Fee: $20

Presented by Mina Sirkin:

Mina Sirkin is a certified Specialist in Probate, Estate Planning and Trust Law. Her practice involves trust and conservatorship litigation, as well as special needs trust planning. She holds a JD from Whittier Law School and an LLM in Taxation from Golden Gate University. Mina has served as a conservatorships and estates media expert to multiple media outlets. She also serves as a court appointed counsel for conservatees.