Courtyard by Marriott
6333 Bristol Pkwy, Culver City, CA 90230
(6.0 Hours MCLE credit)
Saturday, July 13, 2019
8am to 4pm
CALDA members $150.00 through July 3, 2019 then $180
Non-Members $200.00 through July 3, 2019 then $230
1. Estate Planning 101: Basics of Estate Planning
2. Estate Planning 201: Margaret D. Mulvihill, Esq. will teach more advanced, legal theory concepts such as A/B trusts, Generation-Skipping Trusts, Special Needs Trusts, etc.
3. Estate Planning 301: Judge Mark Juhas to talk about transmutation of property
4. Trust Preparation Walk through: using ForeTrust on screen to do a live data entry.
NOTE: while ForeTrust will be used to teach concepts, this is not intended as a ForeTrust specific class to answer technical questions. The goal is to teach everyone the concepts so that they can successfully use any estate planning software.
*Agenda subject to change