Slide Deck

53 Slides available anytime
  • 53 Slides

Probate Alternatives in Estate Planning in California

 

Learn to identify ways for your clients to avoid probate to reduce delays and expenses.

Many estate planning clients in California are rightfully wary of having their estate pass through probate. Probate is the time-consuming and expensive administration of a decedent’s estate. In California, the overburdened courts can delay the distribution of a decedent’s assets by a year or more, and the beneficiaries needlessly pay tens of thousands of dollars in filing and administrative fees.
How can we provide value to our clients in helping them avoid these draconian delays and expenses?
This material will allow California-based practitioners to identify ways for their clients to avoid probate through various strategies, providing critical guidance and value to their clients in the form of reducing unnecessary delays and expenses in the administration of estates. This information is valuable not only to California-based estate planning practitioners, but also for general practitioners.

Agenda

Faculty

Paul Miller, Esq.

Paul Miller, Esq.

The Law Office of Paul Miller

  • Owner of the Law Office of Paul Miller in Santa Rosa, California, which is located 60 miles north of San Francisco in the heart of the wine country
  • Practiced estate planning, probate and trust administration law for the past 15 years, and his practice is exclusively focused on these areas
  • Attended law school with his sister, Sheila Miller, who is also an estate planning attorney who works with Mr. Miller
  • Regular presenter on the topics of probate and estate planning to other attorneys, paralegals, schools, and other community organizations
  • J.D. degree, cum laude, Empire College School of Law; B.S. degree, in Biology, UC Davis
  • Recently completed his Master of Laws in Taxation (LL.M.) degree with high honors from Golden Gate University in San Francisco
  • Can be contacted at 707-546-3491 or [email protected]
No photo available

Sheila Miller

The Law Office of Paul Miller

  • Attorney in the Law Office of Paul Miller in Santa Rosa, California
  • Practice is exclusively focused on estate planning, probate and trust administration
  • J.D. degree, Empire College School of Law; LL.M degree, Golden Gate University in San Francisco; B.S. degree, UC Davis
  • Can be contacted at 707-546-3491 or [email protected]

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.