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This program was recorded on June 21, 2018
Revocable trusts are at the core of any estate planning practice. This course will cover the creation and operation of trusts and key provisions to include in varied situations.
Elijah Keyes is a Palo Alto attorney practicing Estate Planning, Elder Law, Special Needs Planning, Probate, Trust Administration, and Tax Planning. Elijah has devoted his career to helping families plan for the future and find peace in their decisions.Elijah received his law degree from Golden Gate University where he won many awards, was a member of the prestigious honors law program, and competed in the Stanford Invitational Mock Trial Competition and the Philip C. Jessup International Moot Court Competition. Elijah received an LL.M. in Taxation, also from Golden Gate University, where he studied trusts and estates and business law.
2 General Credits
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- Uses for Revocable Trusts
- Single settlor trust
- Two settlor or marital Trusts
- Types of marital trusts
- Essential components
- Key provisions
- Client meeting and information gathering
- Trust creation
- Trust Funding