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Planning the Small to Mid-Size Estate in a Post-Tax World

A client with modest assets may still need an estate plan in order to accomplish goals. This program is designed to introduce estate planning concepts and techniques applicable to small and mid-sized estates.

 

2 Hours MCLE Credit, including .5 Hours in Legal Ethics. Specialization: Estate Planning

A client with modest assets may still need an estate plan in order to accomplish goals. This program is designed to introduce estate planning concepts and techniques applicable to small and mid-sized estates.

You will learn about practical cost-effective estate plans for middle income individuals. New estate planners, family law lawyers, accountants and business planners will all learn something from the practice tips our expert panelists provide.

  • Defining the small and mid-size estate
  • Establishing the attorney-client relationship
  • Ethical considerations
  • Revocable trusts
  • Joint tenancy
  • Community property with right of survivorship
  • Transfer on death by beneficiary designation
  • Wills
  • Structuring gifts to surviving spouse
  • And much more…

This program assumes some experience in estate planning.

On Demand ES55870-191

Live program recorded on Oct 23, 2018. 

 

A client with modest assets may still need an estate plan in order to accomplish goals. This program is designed to introduce estate planning concepts and techniques applicable to small and mid-sized estates.

You will learn about practical cost-effective estate plans for middle income individuals. New estate planners, family law lawyers, accountants and business planners will all learn something from the practice tips our expert panelists provide.

  • Defining the small and mid-size estate
  • Establishing the attorney-client relationship
  • Ethical considerations
  • Revocable trusts
  • Joint tenancy
  • Community property with right of survivorship
  • Transfer on death by beneficiary designation
  • Wills
  • Structuring gifts to surviving spouse
  • And much more…

This program assumes some experience in estate planning.

RICHARD C. DAYTON

Richard C. DaytonFounder of The Dayton Law Firm, P.C., in San Jose, Richard C. Dayton has been practicing estate planning, trust and probate law since 1998.

A respected leader in his field and a sought-after speaker, Mr. Dayton has addressed professional groups, charitable organizations and the public on topics related to advanced planning and tax savings. He maintains a strong position on the cutting edge of industry knowledge and emerging trends through continuing education and attendance at national conferences.

In 1998, Mr. Dayton received his Juris Doctor from Santa Clara University School of Law. He became certified in 2004 as a specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. He teaches estate planning for certified financial planners in training as part of the University of California, Santa Cruz's extension program. He is licensed to practice law in California and is admitted to practice before the United States District Court for the Northern District of California.

Mr. Dayton is a retired lieutenant colonel of the United States Army Reserve. In addition to his law career, he previously served as a senior software engineering manager for IBM.

ROBERT L. HARRISON

Richard C. DaytonRobert L. Harrison has been a lawyer for more than 30 years. His practice is concentrated in the areas of estate planning, estate and trust administration and real estate law.

Mr. Harrison has been a Certified Estate Planning, Trust & Probate Law Specialist, State Bar of California Board of Legal Specialization, since 1992, the first year that designation was awarded, and his estate planning practice includes the drafting of trusts and wills and related tax planning, and the administration of trusts and estates. His real estate practice focuses on leases and purchase and sale agreements, and related financing and title work.

Mr. Harrison is a frequent speaker on estate planning and real estate law topics.

Mr. Harrison is currently a member of the Board of Directors of the Marin County Estate Planning Council. He previously served on the Board of Directors of Community Action Marin (CAM), a private non-profit social service agency serving low-income residents of Marin County, and as president of the Marin Unit of the American Cancer Society. Mr. Harrison is also active in providing pro-bono legal services to seniors through Legal Aid of Marin. He received his J.D. from the University of California, Hastings College of the Law.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
By Month October 2018
PRACTICE AREA Estate Planning
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
By Month October 2018
PRACTICE AREA Estate Planning