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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: |
Chris Johnson |
Attorney Chris Johnson
U.S. Trust - Pasadena, CA
Christopher B. Johnson has joined U.S. Trust as a Senior Vice President and Senior Trust Officer, serving Southern California high net worth and ultra high net worth families in their wealth transfer planning and with trust services.
He is a 1994 graduate of Pepperdine University School of Law in Malibu, California. He was a Dean’s Scholar, and an extern at the legal department of Toyota Motor Sales, U.S.A., and for the Honorable Barry Russell, Judge of the U.S. Bankruptcy Court and Bankruptcy Appellate Panel. He graduated with a Bachelor of Arts in Communications from Wheaton College in 1991. He is admitted to practice in all California state courts and the United States District Court, Central District.
Prior to establishing his own practice and acting in an association of counsel role to prestigious law firms in Southern California, he was a founding member of the Arroyo Law Group, Russakow | Ryan | Johnson, and his own estate planning and probate practice in Pasadena, as well as a civil litigation lawyer for the Law Office of Errol Berk in Ventura. He has appeared on NBC-TV news and radio programs to discuss estate planning and probate issues. He is a member of the Trusts & Estates sections of the Los Angeles County and Pasadena Bar Associations, and the City of Hope Music and Entertainment Industry Committee.
Live CLE • Estate Planning Basics
Jaunary 26, 2012 • Pasadena, CA
Credits:
Total CA Cle credits: 3.25 Hours
This course has been approved by the State Bar of California.
Location:
Sheraton Pasadena Hotel
303 East Cordova Street
Pasadena, California 91101
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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