Will vs. Trust: Is One Better Than the Other?

What are the differences between a Will and a Trust, and which one is better for each of your clients? This class will enable you to inform your clients of both options, answer their questions, and advise them according to their specific situation.

Key takeaways will be:
  • How to handle a listing in a Will
  • How to handle a listing in a Trust
  • Is it better to have a Will or a Trust?
  • Which avoids governmental Medi-Cal recovery?
  • California Trust & Will requirements.
  • Who needs a Trust instead of a Will?
  • The Pros and Cons of a Will vs. Trust
  • Does a Trust supersede a Will in California?
Location
Online Webinar
Date
Time
10:00 am - 11:00 am

Instructor(s)