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Make Your Estate Plan Effective for Future Generations

SOUTHERN CALIFORNIA RECORD

Monday, November 25, 2024

Make Your Estate Plan Effective for Future Generations

Lawyer

Holland & Knight LLP recently issued the following announcement.

Holland & Knight's Private Wealth Services Group is offering a highly informative webinar series to discuss trusts, estate plans, asset protection strategies and recent changes in California's community property rules. The first webinar in this three-part series will focus on ways to draft trust and estate plans. Holland & Knight Partner Mark Powell will join Danielle York, the Executive Director and President of 21/64, for a discussion on effective planning techniques as well as instruments for carrying out a settlor's intent, all while taking into consideration the needs and interests of the future beneficiaries.

More Presentations in this Series

Part 1 - Make Your Estate Plan Effective for Future Generations (You are currently viewing Part 1)

Part 2 - Are Asset Protection Techniques Still Viable?

Part 3 - Community Property Issues for Mobile Clients

Date: September 14, 2021

Original source can be found here.

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