Course Information

Location: 100 Marine Parkway – Suite 160, Redwood City, CA 94065

Date: 04/06/2023

Time: 10:00 am

Participants will gain a better understanding of the importance of wills and trusts in estate planning, focusing on understanding probate and estate taxation in order to set up and manage trusts more effectively.

Highlights: 

• Explain the reasons for setting up wills and trusts
• Review the many ways an estate can be transferred
• Describe seven essential objectives a will can accomplish
• Determine seven common reasons to establish a trust
• Analyze many different types of trusts including: living, family, charitable, life insurance,testamentary, and other trusts

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email njeong@samcera.org with the name and date of the class that you would like to attend.