Estate Planning Demystified: Wills, Trusts and Incapacity Documents

Monday, July 31, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 CA CLE Hour, including Estate Planning, Trust and Probate Law Specialization

Meet the Speakers

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

Principal

The Law Offices of Jacqueline D. Yu

Courtney Cole Patton, Esq.

Partner

Jakle, Alexander & Patton, LLP

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.

Section Sponsors

This program is presented by the Trust and Estates law section. The Trust and Estates section is chaired by Andrew G. Smith and Dina Y. Nam. Find out more about the sections at www.bhba.org.

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CLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.