Paul D. Velasco, founder of Velasco Law Group, APC. Paul has been practicing law for more than 22 years and focuses his practice exclusively on estate planning, probate and trust administration, as well as probate and trust litigation. He is a Certified Specialist in Estate Planning, Trust and Probate Law, and lectures extensively on trust and estate planning matters for wealth management advisors, corporate trustees, real estate professionals, and other professional groups. Paul and his firm have represented Farmers & Merchants Trust Company of Long Beach, Wells Fargo Bank, N.A., Union Bank, and other professional trustees as legal counsel on various trust, probate, and litigation matters.
Title of Presentation:
MOST COMMON ESTATE PLANNING MISTAKES THAT OFTEN LEAD TO FAMILY DISPUTES AND COSTLY COURT PROCEEDINGS—AND HOW TO AVOID THEM
Short Description of Topics Covered:
Paul will briefly discuss the basics of estate planning and why it is so important to get it right. His presentation will also focus on the most common estate planning mistakes made by individuals and families and the costly problems and disputes that they lead to. In his trust litigation practice, Paul represents successor trustees and beneficiaries involved in disputes or other court proceedings that very often are the result of mistakes, omissions and/or bad planning by attorneys, paralegals or other professionals involved in the estate planning process, or by people who drafted their own documents using Legal Zoom or other online programs. Paul will discuss many of the cases that he deals with on a daily basis and show how proper planning can avoid or minimize family disputes and ensure that the decedent’s final wishes may be properly carried out.