Potential Pitfalls Post-Trust Creation: What Happens After a Revocable Estate Plan is Created

Earn 1 CLE, including Estate Planning Specialization Credit

BHBA Trusts & Estates Section

Nuts & Bolts: Potential Pitfalls Post-Trust Creation: What Happens After a Revocable Estate Plan is Created

Tuesday, July 27, 12:30 pm to 1:30 pm

ATTEND via ZOOM

This program is FREE for BHBA Members and $25 for Non Members

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.

Dina Nam

AdvicePeriod

About the Trusts & Estates Section

The Trusts & Estates Section is chaired by Jennifer Campbell and Megan Ferkel Earhart. Click here to find out more information about the Section.

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www.bhba.org/membership

The Trusts & Estates Section and all of its programs is sponsored by:

MCLE CREDIT This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount indicated on above on this flyer 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.