Conservatorships: Top 10 Things You Need to Know (1 hr)

Audio program! (check our CLE Programs page for live versions)

When a client comes to you without an appropriate estate plan, what are you supposed to do?  What happens and how do you best serve your client? What can you expect?

If you haven’t had to deal with this critical setting yet, or want to delve deeper into what you need to know and do for your clients, this program is for you.

Whether you are a beginner or an intermediate practitioner, you know that there are a lot of complications serving your clients in this area and when something goes wrong – like the lack of an estate plan – it can go really, really wrong.

This program will take you through the Top 10 things you must know about conservatorships and other issues that crop up without an estate plan.

Roughly one hour, in this critical CLE, Joelle M. Drucker talks about the Top 10 things you need to know about the Things that Happen in the Absence of an (Appropriate) Estate Plan.

This program was recorded in 2013.

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What You Will Learn

  • Conservatorship
  • Fiduciaries
  • Beneficiary designations
  • Transfers by operation of law
  • Probate
  • Small probate
  • Spousal property petition
  • Intestacy
  • Portability
  • Disclaimer

Faculty

Joelle M. Drucker, Esq.
Principal Shareholder
Drucker Law Offices, APC

Joelle M. Drucker is the principal shareholder of Drucker Law Offices where she advises individuals, companies and charitable organizations about all aspects of tax and estate planning, the administration of trusts and estates, and controversies concerning trusts and estates.

Prior to opening Drucker Law Offices, Joelle practiced exclusively in the trusts and estates area for nearly two decades at the national and international firms Greenberg Traurig, LLP, Mitchell, Silberberg & Knupp LLP and Sheppard, Mullin, Richter and Hampton, LLP. She was also an integral member of the prominent trusts and estates practices at Hoffman, Sabban & Watenmaker, APC, and Ervin, Cohen & Jessup, LLP.

Joelle is a graduate of the University of San Francisco School of Law, Juris Doctor (J.D.), cum laude, and New York University School of Law, Masters of Law (LL.M.) in Taxation.


 

Fees

 

Audio Course and Materials Package – CD or Download: $99 (Reg. $169)

CD: plus $7.50 shipping and, in CA, sales tax.

CLE Credit

 

CA General:  This program is approved for 1.0 units of general CLE in California.
CA Board Certified:  This seminar has been approved for 1.0 hours of legal specialist educational credit in Estate Planning, Trust & Probate Law in California.

This program is approved for CLE in the states listed above.  Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above.

 

Terms and Policies

Recording policy: No audio or video recording of any program is permitted.

Seminar Cancellations: Should you be unable to attend for any reason, please inform us in writing no later than 14 days prior to the event and a credit voucher will be issued. If you prefer, a refund, less a $50 non-refundable deposit, will be issued. No refunds or credits will be given for cancellations received within 14 days of an event. However, if you notify us within 14 days of an event, and wish to convert your in-person attendance registration to an Audio CD package (with handout), we can do so. A small additional shipping charge, and sales tax in CA, will be incurred. No shipping charge is incurred for downloads. We will also issue a voucher for the amount paid if you notify us within 14 days and prefer not to have the audio recording.

Substitutions may be made at any time.

Webinars, Tele-seminars and Webcast Cancellations: Once log-in codes and passwords are issued for a webinar, tele-seminars or webcasts, a refund is not possible. If for any reason you cannot attend the event after you have received the codes, we will automatically convert your registration to an instant streaming/instant download or CD format and provide you with the information you need to access the recording after the program concludes and the recording is available.  Conversions to CD require a $7.50 shipping fee, and in CA, 9% sales tax.

Downloads/CDs/DVDs – Refund policy:

Downloads are non-returnable/non-refundable once purchased and received. Tapes, CDs and DVDs are returnable for a full refund or replacement if defective, within 90 days of purchase.

 

$169.00 $69.00 each

Clear