Estate Planning with Peter Shelton, Esq.: Top Trust Tips

When was the last time you reviewed your estate plan? Do you even have an estate plan? Trick question - even if you don’t, you do.

Avoid these common mistakes that defeat your wishes:

Is your nominated successor trustee up to it?

Are your current wishes property expressed?

Join BPOA member and estate planning attorney Peter Shelton to discuss ensuring your estate plan does what you want it to do. Peter will explain some common problems and solutions. We’ll have time for open questions, too!

Certified by the California State Bar as a Certified Specialist Estate in Planning, Trust, & Probate Law, former President of the Bateman Neighborhood Association in Berkeley and the local estate planning bar association, East Bay Trusts and Estates Lawyers,  and current member of the Board of Directors of the Alameda County Bar Association, Peter Shelton, Esq. lends his expertise to our membership in this one-hour presentation.