Event Date:
Apr 22, 2021 12:00 PM
Speaker:
Ryan Szczepanik
Venue:
UCLA Estate Planning Advisory Program
Principal Ryan Szczepanik presented on “What We Learned from COVID Period” at the April 2021 UCLA Estate Planning Advisory Program. Topics discussed included practicing law after COVID-19, new technologies and the challenges they bring, confidentiality risks, and the future of trials and estate planning.
It’s critical that the couple understand and adhere to the rules governing their acts. Married clients often establish a Family Trust to control the disposition of their assets During their lifetimes, clients may transmute (that is, change the form of) property, whether from separate to community, from community to separate or from the separate property of one spouse to the separate property of the other spouse. A transmutation isn’t valid unless made in writing by an express declaration that’s made, joined in, consented to or accepted by the spouse whose interest in the property is adversely affected. The writing must contain language that expressly states that the characterization or ownership of the property is being changed.
Principal Ryan Szczepanik presented on “What We Learned from COVID Period” at the April 2021 UCL[..]
Clients frequently demand “bulletproof” trusts from their estate planning attorneys.
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