Beverly Hills Bar Association
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Non-Trust Assets: What are They and How to Coordinate Them With a California Estate Plan
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Thursday, July 18, 2019
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Networking Dinner at 6 pm
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1 Hour MCLE at 6:30 pm
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California estate planning often focuses on the use and implementation of a revocable living trust.However, there are many assets that cannot (or need not) be transferred to a revocable living trust.This program will introduce common non-trust assets including joint tenancy property, retirement plans, life insurance, 529 Plans and more, and discuss the role of the assets in a clients estate plan and solutions for disposing of such assets. This introductory program is ideal for those unfamiliar with estate planning as well as seasoned estate planning attorneys looking to brush up on some basics.

Alexander Bruin, Associate, Jeffer Mangels Butler & Mitchell LLP
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Beverly Hills Bar Association (Directions, Parking at 241 No. Canon Drive)
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$0 - TODAplus
$25 - BHBA Members*
$225 - Non Members*
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* Advanced registration closes 24 hours prior to event time. Registrations received thereafter include a $25 additional fee. Full refund with 48 hours notice. Store Credit with 24 hours notice.
MCLE CREDIT This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 1 Hour of Participatory Credit (Qualifies for One Hour in Legal Specialization in Estate Planning, Trusts & Probate Law) and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.
Copyright © 2019. All Rights Reserved.
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