Avoiding Probate of a Law Firm: Transitioning a Legal Practice
We will be covering the basics of what constitutes an estate plan. This presentation will include a refresher of probate and Federal Estate tax thresholds to determine what type of plan or administration is necessary. Paralegals will come away with takeaways to give to attorneys to make sure their own firm is protected.
Megan A. Moghtaderi is an associate attorney at TLD Law primarily working out of the firm’s Long Beach and Irvine, CA offices. She has been given the rating of “AV Preeminent®” by Martindale-Hubbell for the highest level of professional excellence for her legal knowledge, communication skills and ethical standards. She was also named a “Gold Client Champion” by Martindale-Hubbell and awarded the “Superb” rating by Avvo for her legal acumen and superior client service.
Ms. Moghtaderi’s practice includes estate planning for generational wealth, fiduciary representation, trust and estate administration, inheritance litigation, probate, conservatorships, and elder law. Her clients include private fiduciaries, medical providers, and IT professionals, as well as business owners, entrepreneurs, corporate institutions, and philanthropists. She works with clients’ certified public accountants, financial planners, and other service providers to provide holistic solutions to clients' needs and has advised high-net-worth individuals and families in estate planning and trust litigation involving over $100 million in assets.
OCPA is a State Bar of California Approved MCLE provider and certifies that this event qualifies for MCLE CREDIT 1.0.
$10.00 for OCPA Members only.
$20.00 for Non-Members
*AS PER OCPA POLICY, PLEASE PAY VIA PAYPAL, DEBIT, OR CREDIT CARD ON THE WEBSITE. CHECKS OR CASH ARE NO LONGER ACCEPTABLE METHODS OF PAYMENT*
Note that no refunds will be issued. Credit for a future meeting will be available in your OCPA account if cancellation is received no less than 48 hours prior to the event. Please contact OCPA VP of Administration, Milady Cambare at firstname.lastname@example.org.