Living Trust WorkshopPresented by Sirkin Law Group, PC
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What you will learn

Living Trust Workshop Topics

A structured overview of California estate planning, incapacity, trust funding, fiduciary selection, and plan review.

1

Living trusts and wills

How a revocable living trust differs from a will, what a pour-over will does, and why neither document should be considered in isolation.

2

Incapacity planning

How powers of attorney and health-care directives identify people who can act when personal decision-making is interrupted.

3

Trust funding

Why real property, financial accounts, ownership records, and beneficiary designations should be reviewed after signing.

4

Successor trustees

How to evaluate judgment, availability, organizational skill, family dynamics, location, and backup choices.

5

Beneficiaries

Questions involving minors, young adults, beneficiaries with disabilities, blended families, and continuing trusts.

6

Existing plans

When marriage, divorce, deaths, new property, relocation, business changes, or stale provisions may justify review.

During your lifetime

Planning for management and decision-making.

  • Who can manage financial affairs if you become unable to act?
  • Who can communicate with banks, insurers, and other institutions?
  • Who will make health-care decisions?
  • How should a home, business, or investment property be managed?
  • What records and instructions should be available to the people assisting you?

Planning after death.

  • Who should serve as successor trustee?
  • How and when should beneficiaries receive property?
  • What happens when a beneficiary is a minor or needs ongoing assistance?
  • How are debts, expenses, taxes, and records handled?
  • What information should be organized for the trustee?

Choose a workshop location.

Explore city-specific pages or request the next available program.

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