Trends in Estate Litigation: War Stories From the Front Lines
California Department of Insurance Course Number: 336913
Mr. Velasco has been litigating trust and estate matters for more than 18 years. In his presentation, he will describe the types of issues and disputes that he and his law firm handle on a daily basis. Using facts, examples and scenarios from actual cases, Mr. Velasco will discuss, not only, the legal arguments involved and the outcome of each case, but also some of the errors and mistakes that are often made in the estate planning process that lead to problems and disputes upon the death of the creators. He will also discuss how those mistakes can be avoided and will offer planning and drafting tips to help reduce the likelihood of future litigation. (This program is approved for 1-hour of continuing education for the following disciplines: Attorney, CPA, Fiduciaries, Insurance, Planned Giving Specialists, and Trust Officers. This program is pending approval of 1-hour with the CFP Board of Standards.)
Speaker Bio: Paul D. Velasco is the principal of Velasco Law Group, APC. He is certified by the State Bar of California Board of Legal Specialization as a Certified Specialist in estate planning, trust and probate law, a distinction held by less than one percent of all attorneys in California. Paul has been practicing for more than 14 years and focuses his practice exclusively on estate planning, probate and trust administration, as well as probate and trust litigation. He has lectured extensively for wealth management advisors, corporate trustees and other professionals on trust and estate planning matters. Paul is also fluent in Spanish, one of a few bilingual estate planning attorneys in the entire State of California. He and his firm have represented Farmers & Merchants Trust Company of Long Beach, Wells Fargo Bank, N.A., Union Bank, and other professional trustees as legal counsel on various trust, probate and litigation matters. He is a member of the Trusts and Estates Section of the State Bar of California and a member of the Board of Directors of the Estate Planning and Trust Council of Long Beach. Paul is also very active in the community and sits on the Board of Directors of Community Hospital of Long Beach Foundation, and is the President of the Board of Directors of CAPC, Inc., a non-profit organization in Whittier, California. Education Loyola Law School, Los Angeles, California, 1997.
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