May 1, 2015
5:00 P.M.
37th Annual UCLA/CEB Estate Planning Institute
Los Angeles, CA
Speaker: John A. Hartog
Clients, friends and colleagues often ask me "how often should I update my estate plan?" Estate planning attorneys commonly recommend that you review your estate plan documents - i.e., your will, revocable "living" trusts, power of attorney for financial matters, and advance health care directives - at least every five years.
California law has long recognized a settlor’s right to restrict a beneficiary’s use of trust assets. Restraints on alienation, spendthrift clauses, shutdown clauses and wholly discretionary trusts are a few of the tools settlors may use when creating a trust for the benefit of someone likely to have creditor problems.
The impact of the COVID-19 pandemic on the firm’s clients and work.