Fundamentals of Estate Planning in California (Audio Only)

Produced on: December 12, 2017

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 90 minutes
Difficulty Beginner

Keeping track of all the necessary considerations that go into drafting an effective estate plan for a client can be intimidating.

This course, taught by experienced estate planning attorney Jennifer Scharre, will help you streamline your process when reviewing an estate plan with a client, ensure that you are considering all of the necessary variables required to counsel your client, and outline best practices in crafting an estate plan design that achieves their goals.


Learning Objectives:

  1. Review basic trust design when planning for couples, including trustee selection, first death trust strategies, and ultimate beneficiaries
  2. Optimize an estate plan by planning around the client’s specific assets
  3. Address the importance of incapacity planning with a durable power of attorney and advance health care directive

Faculty

Jennifer Scharre

Temmerman, Cilley & Kohlmann, LLP

Jennifer F. Scharre joined Temmerman, Cilley & Kohlmann, LLP in 2014. Ms. Scharre provides representation in the areas of estate planning, conservatorship matters, guardianship matters and trust and estate administration and litigation.

Her estate planning practice includes the preparation of revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and related estate planning documents.

Ms. Scharre’s trust and decedent’s estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate. She also assists trustees and personal representatives with the preparation of trust accountings and estate tax returns.

Ms. Scharre’s practice also includes conservatorships and guardianships, including assisting with the establishment of conservatorship matters in the court system, as well as representation of clients who have preexisting conservatorship and guardianship matters.

Contact an experienced San Jose law firm for assistance in trust and estate and elder law matters. To learn more about Ms. Scharre’s skill, experience, or services, contact our San Jose office by calling 408­290­7210, our Danville office by calling 925­233­4399 or contact us online.


Reviews

DM
David M.

Very informative.

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$89

$ 89 Wills, Trusts, & Estates In Stock

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