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2019 Nuts and Bolts of Estate Planning (MP3)


Self-study hours are logged by the listener and the one page list is kept in an MCLE compliance folder. The log requires a listing of each program title, the program's approved MCLE provider name, program length, and whether or not that program contains mandatory subfield credit (legal ethics, elimination of bias, or prevention of substance abuse.)

Participatory hours require a proctor (any adult who is not simultaneously using the same program for participatory credit) to complete and sign documents accompanying each participatory program. Those completed and signed documents are subsequently returned to Versatape and individual certificates of compliance are prepared and returned to the listener to be filed in a MCLE compliance folder. Versatape will also keep a copy of the certificates of compliance on file. If audited the State Bar will be looking for a copy of those completed certificates of compliance and a copy of the self -study hours log.

Note: Please note MCLE audio program hours listened to in excess of 25 hours in a 3-year compliance period cannot be carried over into the next 3-year cycle.

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Assemble your own 12 hour, 13 hour. or 25 hour package. Simply copy and paste the SKU number of each program you would like included into the Specific Programs Desired section and we will build your custom package for you. Remember to include the required subfield hours (if you need them): 4 hours of legal ethics, 1 hour of the elimination of bias and 1 hour of the prevention of substance abuse programs to your list (we can select them for you if you desire).

How They Work

MCLE: 1 hour  Recorded January 19, 2019 

Excellent Tips to Know about Estate Planning: Who benefits and who does not

  • How do I protect my estate from nursing home costs?
  • What is the difference between a will and a trust?
  • What is probate?
  • Why do people want to avoid probate?
  • What happens if I die without a will?
  • My parent has just passed away. Do I have to pay his/her bills?
  • Should I put my house in joint tenancy with my children?
  • How do I protect myself if I do not wish to be kept alive on life support machines?
  • What is a conservatorship?
  • Does a living trust protect my estate from nursing home costs?
  • What is a special needs trust?
  • When should I begin planning for Medi-Cal?
  • If I am already receiving Medi-Cal benefits, can I still benefit from Medi-Cal planning?
  • Can I make a large gift to immediately qualify for Medi-Cal?
  • Can I lose my home if I receive Medi-Cal?
  • If I have been a resident at a skilled nursing home for the past six months, will I be reimbursed for my past nursing home expenses?
  • What is the amount Medi-Cal can claim against my estate?
  • Why you may need an Elder law attorney?

Program materials included. Speaker: Alice A. Salvo, Certified Specialist, Probate, Estate Planning and Trust Law.  Recorded January 18, 2019. MCLE credit: 1 hour

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Programs by MCLE Approved Providers:

San Fernando Valley Bar Association (#451)

Pasadena Bar Association (#531)

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