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Continuing Legal Education
Live CLE | Estate Planning Basics
Building an estate plan with a client is a rewarding but oftentimes complicated practice.
From your first meeting with the client until the plan is completed, your skill set must be at its sharpest to ensure your client’s financial and personal interests are carried out without complication.
This CLE is designed for attorneys who are new to estate planning, and our experienced speakers will guide you through the entire estate planning process, passing on valuable tips along the way.
The following Key topics will be discussed:
- Drafting Fiduciaries, Forms and Clauses
- Living Trusts (Revocable vs. Irrevocable)
- Funding a Trust
- Probate Basics
- Potential Tax Pitfalls (Estate, Gift, Marital Deduction, etc.)
- Financial/Medical Power of Attorney
- Advance Health Care Directives
- Wealth Transfer Charitable Tax Deduction
08:15 – 08:45 |
Registration |
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08:45 – 09:15 |
Essentials of Attorney/Client Relations |
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• Client Interview |
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09:15 – 10:15 |
Understanding Wills and Trusts |
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• Non-Tax Reasons for Having an Estate Plan |
10:15 – 10:45 |
Basics of Probate |
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• What’s Included (Non-probate transfers, holding title, life insurance, employee benefits, annuities, business assets) |
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10:45 – 11:15 |
Potential Tax Pitfalls |
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• Estate & Gift Taxes |
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11:15 – 11:30 |
Break |
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11:30 – 12:00 |
Preparations for Incapacity |
• Financial/Medical Powers of Attorney |
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12:00 – 12:15 |
Charitable Giving Considerations |
• Wealth Transfer Charitable Tax Deduction |
CLE Course Speakers: |
Phillip Lemmons • David Chon |
Attorney Phillip Lemmons
Phillip Lemmons APC, Attorneys at Law – Riverside, CA
Phillip Lemmons is a seasoned conservatorship, trust and estate attorney who represents principals, professional fiduciaries, trustees, executors, administrators, conservators, guardians, beneficiaries and omitted heirs in all probate court related matters. He has handled a wide range of cases including international guardianships, contesting multi-million dollar trusts and releasing seniors from inappropriate conservatorships. He regularly plans estates, administers estates and trusts, and litigates disputes. Mr. Lemmons has developed a reputation as a formable trust and estate litigator in southern California. He has written over 100 articles on probate related matters and recently authored a book titled, “Inheritance Theft, A Con’s Guide to Stealing Home.”
Bar Admissions
California 1998
United States District Court Central District of California 1998
United States District Court Southern District of California 1998
United States Tax Court 1999
Education
Southwestern University School of Law, J.D., 1997
Honors: Exceptional Achievement Award – Tax Litigation
University of Southern California, B.S., 1991
Professional Associations and Memberships
Member, Orange County Bar Association Client Relations Committee
Member: Orange County Bar Association, Trusts and Estates Section
Member: Los Angeles County Bar Association, Trusts and Estates Section
Member: California Bar Association, Trusts and Estates Section
Attorney David Chon
Phillip Lemmons APC, Attorneys at Law – Riverside, CA
David Chon practices exclusively in the areas of trusts, probate, estates, conservatorship and guardianship law. His litigation practice is focused on resolving disputes over trustee removal, accountings and related surcharge actions. David regularly advises both individual and corporate trustees on the protection, management and associated duties of trust administration. David has been selected to the California Super Lawyers “Rising Stars” list, an honor given to only the top 2.5% of estate litigation lawyers in Southern California under forty (40) years old.
Prior to practicing law, David worked as a consultant and advocate at a prestigious non-profit civil rights litigation firm specializing in providing access to individuals with disabilities. David uses his experience in disability and elder law to represent clients initiating conservatorship and guardianship proceedings.
Bar Admissions
California 2005
United States District Court Central District of California 2008
Education
Loyola Law School, J.D., 2005
First recipient of the Loyola Law Alumni Association Award
President, Disability Rights Society 2002-2005
University of California at Los Angeles, B.A., 2001
Live CLE • Estate Planning Basics
January 24, 2012 • Anaheim, CA
Credits:
Total CA Cle credits: 4 Hours
This course has been approved by the State Bar of California.
Location:
Sheraton Anaheim Hotel
900 South Disneyland Drive
Anaheim, California 92802
Time:
Start 08:45 AM – Finish 12:15 PM
Tuition:
$200 First Registrant
Add Associate $100 dollars*
Add Paralegal $100 dollars*
$125 Young Lawyers - Under 4 years acceptance to the Bar.**
*Young Lawyers with under 4 years acceptance to the Bar may use the coupon code YL75 to receive the $75 discount when checking out.
**Discounts can not be combined.
Pre-Order Audio:
Can't attend? Pre-order audio now.
Receive a copy of the complete audio recording of this live CLE along with the Power Point and materials. (Audio recordings are made available approximately 2 weeks after completion of the live CLE.)
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