Video

  • 14 minutes

What Events Cause an Estate Plan to Need Updating

 

Events that trigger a need to update documents may seem obvious to you, but don’t always seem obvious to your clients.

Changes in health, assets, laws and marital status – any, and all, of these changes could result in a need to update estate documents. However, changes in assets is an extremely important one to stay on top of for your clients and can present huge problems, particularly if a trust is the center of your client’s estate plan. This video discusses the attorney’s role in how to effectively keep the estate plan up-to-date.

Runtime: 13 minutes

Agenda

Faculty

Vanessa M. Terzian

Vanessa M. Terzian

Lagerlof, LLP

  • Partner at Lagerlof, LLP
  • Specializing in estate planning, trust administration, and probate
  • Adjunct professor of trust and wills, Southwestern Law School
  • Rising Star, Super Lawyers, 2015 - 2017
  • Wrote “Trustee’s, Executors and Beneficiaries”, published by the Institute for Preparing Heirs
  • Active member of the California State Bar and member of the Trusts and Estates section
  • J.D. degree, dean's honors and recipient of dean's full tuition academic scholarship, Loyola Law School; B.A. degree, magna cum laude, UCSD
  • Can be contacted at 626-683-7234, [email protected], or lagerlof.com
Edward A. Terzian

Edward A. Terzian

Terzian Law Partners, APC

  • Founding partner of Terzian Law Partners, APC
  • Specializing in Trust Probate Litigation
  • Rising Star Super Lawyers 2016 – 2017
  • J.D. degree, with honors, Loyola Law School; B.A. degree, summa cum laude, UCLA
  • Active member of the California State Bar and a member of the Tax and Trusts and Estates sections
  • Can be contacted at [email protected], 818-864-6174 or www.vterzianlaw.com

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.