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Summer Seminar: Estate Planning Workshop

  • July 13, 2019
  • 8:00 AM - 4:00 PM
  • Courtyard by Marriott - 6333 Bristol Pkwy, Culver City, CA 90230

Registration

  • Must be currently enrolled in an accredited paralegal program.

Register


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

Proposed Agenda*

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


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    California Association of Legal Document Assistants


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(916) 791-9100
membershipadmin@calda.org
P.O. Box 2751 |  Granite Bay  |  CA 95746

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