California State Forum Virtual Meeting

AT A GLANCE

All California WealthCounsel Members are welcome to attend this complimentary virtual meeting.

The “Broken” Trust Syndrome: Modifying Irrevocable Trusts in California

This presentation will explore the modification of outdated, insufficient, or even severely deficient irrevocable trusts. A comparison will be made between the three modification statutes in the Probate Code (PC 15403, 15404, and 15409), common situations where trust modification may be appropriate, the upsides and potential downsides of trust modifications, and some practice tips and pointers.

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 7/10/2019

1.0 CLE (California Board of Legal Specialization - Estate Planning)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 823 or education@wealthcounsel.com.

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255.

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.