First American

Mechanics and Strategies for Resolving Trust Disputes

Join us for a CE course for estate planning attorneys and CPAs. A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following:

  • Using Virtual Representation
  • Beneficiary Waivers, Consents and Releases
  • Trust Modifications, Premature Terminations and Decanting
  • Identifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes

Join us on September 20, 2022 for an online estate planning program and earn continuing education credits for attorneys (MCLE) and/or CPAs (CPE).


CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours