Join the CalCPA Estate Planning State Committee and guest speakers Taylor Carico, Esq. and Christopher Carico, Esq. to discuss the basics of estate planning, including an overview of the types of instruments (Trust, Will, Financial Powers of Attorney, Medical Directive). In addition to covering the benefits of planning (e.g., avoidance of probate, avoidance of conservatorship, tailoring distribution terms for beneficiaries), the program will touch on tax considerations, capacity concerns and how to address them.

This course will award CPE (as earned). If you'd like to register for the FREE version with no CPE, please select this course: Wealth Wednesday: Estate Planning & Addressing Capacity Concerns 2025 (no cpe)