Nuts and Bolts of Drafting, Part 1

Wendel Rosen Trusts and Estates attorney Bart Flood 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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