California Forum Virtual Meeting
Wednesday, July 17, 2019, 10:00 AM - 11:00 AM, Pacific Time
Presenter: Robert P. Bergman, JD
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This presentation will explore the modification of outdated, insufficient, or even severely deficient irrevocable trusts.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)

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