Asset Protection Trusts for Non-Settlor Beneficiaries Under California Law - Part I
Date: Friday, August 8, 2008
Length: 12:00-1:30PM (PST)
Who Should Attend:
This teleseminar will benefit attorneys, accountants, trust officers, estate planners and financial planners.
Program Description
Overview:
- Why Asset Protection?
- Fraudulent Conveyances Under the California Law
- Possible Implications Under the Federal Bankruptcy Law
- Overview of California Trust Law
- Spendthrift Clauses
This teleseminar is the first part of a three part teleseminar series on Asset Protection.
Agenda:
I. Elements of an Effective Spendthrift Clause (CA Probate Code 15303)
II. Elements of an Effective Discretionary Trust Distributive Provision (Sample of Multiple Beneficiaries vs. Single Beneficiary)
III. Elements of an Effective Support Trust Clause (CA Probate Code 15302)
IV. Powers of Appointment (Sample Testamentary General Power of Appointment Clause)
V. Impact of the California Rule Against Perpetuities & The Statutory Exceptions (CA Probate Code 15305)
Faculty:
Francis Burton Doyle, Esq., WealthPLAN
Continuing Education Credits:
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 1.5 hours, of which 0.0 hour will apply to legal ethics. Each attendee seeking continuing education credit must purchase an individual registration. Advanced LTI, certifies 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. Advanced Legal Training Institute, is a State Bar of California approved MCLE provider (#13751).
Teleseminar Products
CD/eStudy Guide Package Only $209
*Please allow two to four weeks after the date of the teleseminar for delivery of products.
Advanced Legal Training Institute| 1635 The Alameda, 2nd floor, San Jose, CA 95126
Telephone (650) 960-3772| Facsimile (650) 960-3773
Additional questions about our teleseminars? Please visit our FAQ page or contact our customer service team at customerservice@advancedlegaltraininginstitute.com
