Course #545- Estate Planning - CD

Speakers: Brandon Brooke, Michael Bennett Course 545 1 hour MCLE Credit Key Points: 1. Basics of Estate Planning 2. Joint Tenancy and Beneficiary Designations 3. Wills and Powers of Attorney 4. Trusts 5. Tax Issues Objectives: Learn what happens after death when an estate plan is not made Understand the advantages and disadvantages of a will Identify and compare the different types of trusts Brandon Brooke has 15 years of experience as a financial planner and teaches estate planning seminars at William Jessup University in Rocklin, California. Michael Bennett is an attorney in Sacramento, California, and has served as a long time board member for the Estate Planning Councils of Sacramento and South Placer.