California Forum Goes to Hollywood

California Forum Goes to Hollywood

(Must register for full day – $120 for Symposium attendee, $150 for Non-Symposium attendee)

CLE Eligible

Exemption Planning in California, Carl Waldman, JD and Dustin Nichols, JD

California Asset Protection Update, Jonathan A. Mintz, JD
Jonathan will cover recent cases and statutes affecting asset protection planning in California.

10:45-11:15 Break

Diminished Capacity and Undue Duress Landmines, Kristin Yokomoto, JD, MBA, LLM, LLM
Kristin will discuss the growing concerns related to helping estate planning clients who have diminished capacity or are possibly being unduly influenced.  She will also provide tips on how to protect your license and law practice.

WealthCounsel Community, Emma Cummings, Kristin Yokomoto
Emma and Kristin will discuss ways to fully benefit from your membership through networking, mentoring and collaborating.

12:30-1:45 Lunch on own

California Wealth Docx Scenarios, Herb Chavers, JD
Herb will share his knowledge from working with Wealth Docx® for over 13 years.  He will provide his templates developed over the years and will discuss important provisions such as martial funding formulas, trust protectors, long-term care planning and dynasty trusts.

2:45-3:15 Break

California Real Property, Peter S. Myers, JD
In addition to property tax assessments, reassessments, and exclusions, Peter will discuss broadly the estate-planning impacts of rent control, the Ellis Act, installment sales of real estate (to both defective and non-grantor trusts), cost segregation, financing while in irrevocable trusts, and new cases.