Report

Trust Administration in California: Types of Trusts

 
Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Download this free whitepaper and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs.

Agenda

Types of Trusts
Purpose of Trusts
Amending/Revoking Trusts
Educational and IRA Distributions
Types of Trust Language

Faculty

Lisa M. Horton

Walters & Moshrefi, Attorneys at Law, P.C.

  • Attorney with Walters & Moshrefi, Attorneys at Law, P.C.
  • Focuses in the areas of trusts and estate law, estate planning, estate and trust administration and litigation, and elder law
  • Has settled and tried various probate, trust and elder abuse cases
  • Previously volunteered as a victim’s services advocate for the Fresno County Victim/Witness Program and interned at the Fresno county district attorney’s office
  • Also practices family law matters including dissolution of marriages (separations and divorces), child custody, visitation, and child and spousal support cases
  • J.D. degree, San Joaquin College of Law; B.S. degree in criminology with an emphasis in law enforcement and victim services, summa cum laude, California State University-Fresno

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