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This program was recorded on September 10, 2020
Over the next 20 to 30 years, approximately 72 million baby boomers will pass away, transferring an unprecedented amount of wealth to the next generation. Such wealth provides a tempting target for financial abusers who would take advantage of these seniors for their own financial gain. While legal remedies exist to redress the wrongs done by financial abusers, those remedies are only as good as the collect-ability of a judgment. This course will cover common pitfalls in estate planning that leave estates vulnerable to abuse as well as strategies to plan around them.
After a brief career in welding and construction, Anthony S. “Tony” Barilari earned a Bachelor of Arts degree in English with High Honors from the University of California, Berkeley (2003) before earning his Juris Doctor from the University of California, Hastings College of the Law (2008). Since 2008, he has been licensed to practice in California State Courts as well as the Federal District Courts for the Northern and Central Districts of California. After practicing civil litigation and bankruptcy for several years, he turned to estate planning and probate in 2015. Tony is a member of the Pasadena and Los Angeles County Bar Associations.
1.5 General Credits
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- How to plan with life insurance, bank, and brokerage accounts
- Rethinking the revocable trust
- Planning with powers of appointment
- Fiduciary choices
- Trust accounting requirements
- Estate plan checks and balances