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Estate and Trust Planning -- Living Trusts -- Coming Up July 12

Posted by CVACE, June 27, 2012 at 10:04 pm

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Friday, June 22, 2012, 6:30 PM Add to calendar

Castro Valley See map

This class will focus on planning a funded, revocable trust and will cover such topics as:

Selection of trustee and alternate trustees
Special trustees
Funding of trust to avoid probate
Managing of trust during incapacity
Inheritance provisions

Attendance in the previous overview class is strongly recommended but not required.

This class is taught by James J. Phillips, a certified specialist in estate planning, probabate, and trust law with over 30 years of experience. A Castro Valley native and CVHS grad ('72), he holds an LL.M. post-graduate law degree in taxation, and has received the highest rating (AV) of professional excellence by Martindale-Hubbell Law Directory since 1990.

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