Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before the start time.

Monday, September 9, 2024
8:00 am – 3:30 pm PDT

 

Understanding the Grantor’s Goals and Potential Risks
Presented by: Rebecca Secord

  • Long-term and short-term financial goals
  • Identifying beneficiaries
  • Identifying assets and potential risks
  • Objectives for asset management and control
  • Creation, duration, and termination of trust

Creating Revocable “Living” Trusts
Presented by: Rebecca Secord

  • Purposes of the revocable trust
  • Benefits and drawbacks
  • Funding the trust
  • Administrative issues

Creating Irrevocable “Living” Trusts
Presented by: Vanessa M. Terzian

  • Purposes of the irrevocable trust
  • Benefits and drawbacks
  • Funding the trust
  • Administrative issues

Overview of Income, Estate and Gift Tax Consequences of Trusts Incapacity Planning
Presented by: Angela Bellanca Klenk

Asset Protection Planning for Seniors and the Disabled
Presented by: Jeffrey Nickerson

  • Overview of government benefit programs
  • Trust options
  • Planning for spouses, supplemental needs trusts

 

Webinar Instructions

All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants
7.8 CPE Credits

Attorneys
6.5 CLE Hours

 

Continuing Education Credit Information

This webinar is open to the public and is designed to qualify for 7.8 CPE credits for California accountants and 6.5 CLE hours for California attorneys.

The California Board of Accountancy does not pre-approve courses other than the Regulatory Review course. This course is designed to comply with California Code of Regulations sections 88.1 and 88.2.

HalfMoon Education is an approved Multiple Activity Provider with the State Bar of California (No. 8370); this program offers 6.5 CLE hours to California attorneys.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

On-Demand Credits

The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.

Speakers

Angela Bellanca Klenk, Esq.

Founding Attorney - Beach Cities Estate Law

Ms. Klenk is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California, Board of Legal Specialization. She began her legal career almost 30 years ago at the downtown Los Angeles office of the esteemed firm of O’Melveny and Myers, LLP, where she was mentored in estate planning and administration by the best of the best, and represented some of LA’s most renowned movers, shakers, and CEOs. Ms. Klenk established Beach Cities Estate Law in 2017, with a goal of bringing the big firm quality and expertise closer to home in her native South Bay area of Los Angeles. She and her team serve clients in estate planning, as well as trust and estate administration matters. Ms. Klenk has a special knack for tackling complex estate, gift, and property tax issues in both planning and administration. She’s a graduate of the University of Notre Dame (magna cum laude) and UCLA Law School (Order of the Coif Honor Society). Ms. Klenk currently serves as President of the South Bay Estate Planning Council, a non-profit association affiliated with the National Association of Estate Planners & Councils dedicated to enhancing the proficiency of advisors who are active in the field of trusts and estates. When she’s not at work, she volunteers, travels, and sharpens her client interview and negotiation skills by attempting to communicate with her college-aged children.

Jeffrey Nickerson, Esq.

Attorney with Nickerson Law, A Professional Law Corporation

Mr. Nickerson was raised in Southern California, obtaining a Bachelor of Science in Finance & MBA from Cal State University Long Beach. After several years preparing contracts for a major aerospace company, he returned to law school where he served on the law review and obtained a Juris Doctorate from Thomas Jefferson School of Law in San Diego. He utilized these skills in aerospace in managing a large contracts organization where responsibilities included contracts, export licensing, software licensing and patent applications. Mr. Nickerson and his wife & two sons purchased their first home in Murrieta in 1989. In 2010, he left aerospace and launched his law practice in Murrieta. The practice is focused solely on estate planning & administration and special needs trusts. He and his wife are founders of Exceptional Sports, a non-profit organization dedicated to providing recreational sports opportunities to those with special needs. Mr. Nickerson passion is providing special needs advice & counsel to special needs families. He is an active member of the Riverside County Bar – Estate Planning Section, Southwest Riverside County Bar Association, Temecula Estate Planning Group, Wealth Counsel and Academy of Special Needs Planners. Mr. Nickerson is also an avid supporter of Special Olympics, Yellowstone Park Foundation and Yosemite Conservancy. He loves spending time outdoors  and also with family & friends.

Rebecca Secord

Attorney with Your Home Legal, APC

Ms. Secord is a Real Estate & Estate Planning Attorney based in San Diego, CA and the owner of Your Home Legal, APC. With licensure spanning Virginia, Washington, D.C., and California, she brings a wealth of knowledge and experience to her practice. Ms. Secord’s career began with the ownership of a title company in Virginia and expanded as she managed an escrow company equivalent at a prestigious law firm in Alexandria, VA. Her East Coast practice also included real estate and estate litigation in state court and complex business litigation in federal court. Ms. Secord relocated in San Diego in 2017 and works with clients throughout the state of California and beyond. She earned her Juris Doctor degree from the New England School of Law. Ms. Secord’s unique skill set in Residential Transactional Real Estate and Estate Planning has made her a sought-after resource in her field. She combines legal acumen with a genuine commitment to helping her clients navigate complex legal landscapes with confidence and clarity. As an active member of the professional community, Ms. Secord is actively involved in ProVisors as the GLA of her home group and serving on the executive committee of the LGBTQ+ Affinity Group. She also serves as the Vice President of the Board of Directors for Townspeople, a San Diego-based non-profit dedicated to providing permanent housing solutions to the unhoused. Ms. Secord’s leadership and advocacy in this role underscore her dedication to community service and social impact. Beyond her professional endeavors, She is an avid watercolor painter, an enthusiastic softball coach and player in the America’s Finest City Softball League and enjoys paddle boarding. Ms. Secord’s also the mom to a sweet kiddos and 2 crazy ginger cats.

Vanessa M. Terzian

Partner with Estate Planning Lagerlof Lawyers LLP

An adjunct professor of Wills and Trusts at Southwestern Law School, recently named a top attorney in Pasadena Magazine, and a Rising Star™ selected by Super Lawyers®, Ms. Terzian began her legal career as a trust officer for Wells Fargo, N.A. Her experience at Wells Fargo – working closely with clients, portfolio managers, beneficiaries, and other attorneys – shed light on how a poor estate plan can ruin a family’s fortune and more importantly, their relationships. After witnessing firsthand, the importance of proper planning, Ms. Terzian pursued her own practice, helping countless families through her expertise in estate and tax planning, probate, and trust administration. What sets her apart is her understanding of the needs of growing families, her ability to relate to working parents who desire a better life for themselves and their families, and her know-how in implementing strategic estate-planning tools in the most cost-efficient and seamless manner. Ms. Terzian also draws on her real estate and business background in crafting comprehensive plans for her clients. She is a skilled public speaker, having conducted countless seminars throughout her legal career on various estate-planning topics, including kids’ protection planning, special needs planning, Medi-Cal planning, advanced tax planning, and asset protection for individuals and small businesses. Ms. Terzian is a faculty member at the Institute for Preparing Heirs®. She is an active member of the La Cañada Flintridge community, where she resides with her husband, Edward, and two sons, Alec and Jack. Ms. Terzian is a board director of the La Cañada Education Foundation and participates in a number of charitable organizations. She has successfully raised thousands of dollars for a variety of charitable causes through fundraising campaigns, which include frequent community-based public speaking events, charitable dinners, and personal contributions. Ms. Terzian believes that the foundation to a successful family unit is care, love, and selflessness, and she stresses the importance of providing your community with these same tenets that are so essential to your own family’s success. In May 2018, she merged her practice with a Pasadena-based estate-planning firm, Primuth and Driskell, LLP, now known as Primuth, Driskell, and Terzian, LLP, which later merged with Lagerlof, LLP. As a family woman, Ms. Terzian understands the importance of protecting assets, planning for the future, and building your own legacy. She takes pride in providing her clients with the sense of comfort and security that comes along with having an effective and comprehensive estate plan in place.

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