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The Nuts and Bolts of Estate Planning 2020 (CD)


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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How They Work

MCLE Credit: 1.5 hours 

This seminar, recorded January 17, 2020, discusses what is in a married estate plan? What is in a single estate plan? What is the new tax law? 

  • Revocable Trusts
  • No Bypass Trust
  • Disclaimer Trust
  • A-B Trust
  • Q-Tip Trust
  • Estate Planning Documents for a Single Person
  • Estate Planning Documents for a Married Couple 

Also, eighteen frequently asked questions including:

  • How do I protect my estate from nursing home costs?
  • Should I put my house in joint tenancy with my children?
  • 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?
  • What is the amount Medi-Cal can claim against my estate?
  • Why would I need an elder law attorney?
  • …and more! 

Program materials included. Speaker: Alice A. Salvo. Recorded January 17 2020. MCLE Credit: 1.5 hours

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Programs by MCLE Approved Providers:

San Fernando Valley Bar Association (#451)

Pasadena Bar Association (#531)

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