Practicing attorneys in California are often asked to review wills and trusts prepared for their clients by people who are not familiar with the process, e.g. retirement planners. Much of the time, there are no problems. However, as Donald Gravalec has found in over 30 years of practice, there is a potential for serious problems for the client in this area of the law. The re-use of old document forms, clumsy cut and past and outright incompetence can put the client’s valuable assets at risk.
In this course, you will learn:
- A general overview of trusts under California
- What an effective, legally sound trust must contain
- How to spot a problematic trust document and what to do about it
About the Instructor
Donald Gravalec is a Business, Trusts, Wills & Living Wills attorney who attended University of San Diego School of Law. He practices out of Campo, CA and has been licensed for 35 years.