Join the Trusts & Estates Section for Money, Morals & Mandates: Navigating the Trustee’s Tough Calls.

📅 October 29 at 12:30 p.m. PT | Virtual

Register: lacba.org?pg=events&ei...

#LACBA #trustsandestates #trustee #californialaw #trusts #estates

This upcoming webinar examines the history, statutory framework, and practical implications of California’s new virtual representation statute, Probate Code § 15804.

Learn more & register: lacba.org?pg=events&ei...

#LACBA #probate #trustsandestates #californialaw #losangeleslawyer #legalupdate

Over-Focusing on Estate Taxes Creates Tunnel Vision
Be careful not to limit clients’ planning tools because of pre-conceived notions.
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#wealthmanagement #TrustsAndEstates

The Estate Planning Documents Clients Need At Every Life Stage
A practical guide to what they need, and when.
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#wealthmanagement #TrustsAndEstates