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Jul2

CLE SEMINAR

  • By: Roland Achtel
  • In: Events

3 Tips to Creating a Bullet Proof Estate Plan

Presented by: Roland Achtel

Creating a well-drafted estate plan is only a starting point, particularly when there are unique circumstances or unusual family dynamics. Taking additional measures to protect a client’s testamentary wishes is critical, yet often overlooked.

Attend this informative workshop by a veteran trust and estate litigator on three tips to creating a bullet proof estate plan. Receive CLE, enjoy lunch, collaborate, and learn more about:

  • How to document the file (from a litigator’s perspective)
  • Execution of planning documents by clients with diminished capacity
  • Some do’s and don’ts in drafting

DATE AND TIME

Tue, July 25, 2017
12:00 PM – 1:00 PM PDT
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LOCATION

Higgs Fletcher & Mack
401 West A Street, #2600
San Diego, CA 92101

RECEIVE ONE HOUR OF CLE CREDIT FOR ATTENDING

Seating is Limited. Click Here to Register

 
 

Roland Achtel, Estate & Trust Litigation

Roland Achtel,
Estate & Trust Litigation

About The Presenter: Roland Achtel
Roland Achtel is a partner with Higgs Fletcher & Mack, a certified specialist in estate, trust and probate whose practice is entirely devoted to complex trust and probate litigation in San Diego. Mr. Achtel has an AV Preeminent rating by Martindale Hubbell™, the highest rating for both Legal Ability and Ethical Standards. He has also been recognized as a Southern California Super Lawyer and Top Lawyer in his field of trust and estate litigation.