Will vs. Trust: Is One Better Than the Other?

11 Oct

Will vs. Trust: Is One Better Than the Other?

Will vs. Trust: Is One Better Than the Other?

Friday, October 11, 2024 (10:00 AM to 11:30 AM)

OC REALTORS® Fountain Valley, Fountain Valley, California

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What are the differences between a Will and a Trust, and which one is better for each of your clients? This class will enable you to inform your clients of both options, answer their questions, and advise them according to their specific situation.

Key takeaways will be:
  • How to handle a listing in a Will
  • How to handle a listing in a Trust
  • Is it better to have a Will or a Trust?
  • Which avoids governmental Medi-Cal recovery?
  • California Trust & Will requirements.
  • Who needs a Trust instead of a Will?
  • The Pros and Cons of a Will vs. Trust
  • Does a Trust supersede a Will in California?

OC REALTORS® Fountain Valley - Training Room
OC REALTORS® Fountain Valley (Training Room)
10540 Talbert Avenue
Suite 225 West Building
Fountain Valley, CA 92708

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Paul Horn

Paul Horn, Probate Attorney & CPA
The State Bar of California has recognized Paul Horn as Certified Specialist in Estate Planning, Trust, and Probate law. Paul is a distinguished speaker on probate, trust, asset protection, and real estate issues to trade associations, banks, attorneys, and the general public.

He is also a published author whose work has been featured in many prestigious publications, such as California Trusts and Estates Quarterly (see latest article at, https://www.paulhornlawfirm.com/about-us).