Designing and Drafting Revocable Trusts In California

Mentor Legal Drafting Courses and Comerica Class Series
CLE Available, Seminar
May 21-23, 2013
Petroleum Club    
3636 Linden Avenue
Long Beach, CA

Private Wealth Services Associate Lindsey Kernan will teach a class titled "Planning for Single Clients, Smaller Estates and Pour-Over Wills" at the Mentor Legal Drafting Courses and Comerica's Drafting and Designing Revocable Trusts in California Class Series.


  • Considerations When Planning Smaller Estates
  • Widows, Widowers and Divorced Clients
  • Unmarried Clients
  • Pour-Over Wills - Standard Clauses
  • Guardianship
  • Executor Powers
  • Coordinating Will Provisions With Other Estate Planning Documents
  • Coordinating Life Insurance and IRA Designations

Note: This is a three day class, running from 8:30-5:00 each day. It is an intensive 20 hour CLE course with emphasis on practical drafting instruction and analysis of case studies & sample provisions. Experienced practitioners provide guidance for each step in the estate planning process from pre-engagement to drafting to execution of final documents to termination of representation.

Upcoming Events