Calabasas and the western San Fernando Valley

Calabasas Living Trust Workshop

Educational estate-planning information presented by Sirkin Law Group, PC for residents of Calabasas and nearby communities.

Request a Workshop Call 818-340-4479

Local estate-planning education

A practical overview for Calabasas families.

Calabasas estate plans may involve high-equity real property, business interests, retirement assets, and multigenerational planning. The workshop focuses on making the plan understandable, coordinated, and workable for the people who may later administer it.

The Calabasas workshop page discusses privacy, continuity of management during incapacity, real-estate ownership, successor-trustee choices, and planning for beneficiaries over time—without assuming every family needs the same trust structure.

Topics especially relevant to this workshop

Coordinating a Calabasas home and other real property with the trust
Planning for management of assets during incapacity
Addressing business or professional-practice succession
Creating clear distribution instructions for children and later generations
Reviewing community-property and separate-property considerations with counsel

What the workshop covers

The documents—and the follow-through.

The program is designed to explain both the legal planning documents and the practical steps that make them useful.

Living trust and will

Understand the different roles of the trust and pour-over will, including what each document is intended to accomplish.

Incapacity planning

Discuss powers of attorney, health-care directives, and continuity of management if you cannot act personally.

Trust funding

Learn why ownership and beneficiary designations should be reviewed after the documents are signed.

Successor trustees

Consider judgment, availability, recordkeeping, family dynamics, and the need for alternate choices.

Beneficiary planning

Explore outright, staged, or continuing distributions depending on a beneficiary’s age and circumstances.

Plan reviews

Identify life and financial changes that may justify an amendment, restatement, or broader review.

Common questions

Calabasas workshop FAQ

Is this workshop individual legal advice?

No. The workshop provides general California estate-planning education. Individual advice requires review of your family, property, existing documents, and goals.

Can I attend if I already have a trust?

Yes. Many participants attend because they want to understand an older plan, trust funding, successor-trustee choices, or whether changes in family and assets should be reviewed.

Are online workshops available?

Workshop format and availability may vary. Use the request form or call the firm to ask about in-person, online, or private educational options.

Does submitting a request create an attorney-client relationship?

No. A relationship begins only after the firm agrees to representation and the required engagement process is completed.

Request a Calabasas workshop.

Ask about the next local or online program, or request an individual consultation with Sirkin Law Group.

Request Information