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.
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
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
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