What Events Cause an Estate Plan to Need Updating?
An estate plan is a legal roadmap compromised of several legal documents that address two time periods. An estate plan is relevant both when you are alive but incapacitated as well as once you have passed. Often times clients skip to the second time period and don’t realize that the first time period takes some maintenance. This video reviews the documents that will require maintenance over the life of an estate plan.
Agenda
Faculty
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
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