Nuts and Bolts of Drafting, Part 1

Wendel Rosen Trusts and Estates attorneys will present “Nuts and Bolts of Drafting, Part 1,” a 3-Day Seminar sponsored by Guide Dogs for the Blind: Drafting and Designing Revocable Trusts in California, April 22, 2016 in San Francisco.

Topics include:

  • Statutory Requirements and Elements of a Good Dispositive Document
  • An Introduction to Drafting: General Principles, Boiler Plate and Use of Forms
  • Importance of Characterizing Property
  • Clauses Effective During Lifetime of Settlor(s)
  • Administrative Clauses
  • Building Flexibility into the Plan

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