Course Information

Location: Online Webcast

Date: Tuesday, 1/14/25

Time: 2:00 pm – 4:00 pm

This course offers an in-depth exploration of wills, specialized trust types, and intermediate-stage concepts, equipping you with the knowledge to optimize your estate management strategies. Build upon your understanding of wills and trusts to secure a prosperous legacy.

Audience: Recommended for those who want to create and manage wills and trusts. 

Learning Outcomes: 

• Explain the reasons for setting up wills and trusts. 
• Explain the essential objectives a will can accomplish. 
• Examine other types of wills. 
• Summarize when and how to revise and/or revoke a will.
• List common reasons to establish a trust. 
• Distinguish between revocable versus irrevocable trusts. 
• Analyze many different types of trusts including: living, family, life insurance, testamentary, and other trusts. 
• Compare and contrast wills versus living trusts.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.