Bank of The West – Co-hosts Trust Class in Newport Beach


Bank of the West will co-host “Designing and Drafting Revocable Trusts in California” with Mentor Legal Drafting on November 11th to 13th at their offices at 4400 MacArthur Blvd. Suite 400, Newport Beach CA 92660.

The course is a three day, intensive 20 hour CLE course with emphasis on revocable trust practical drafting instruction and analysis of case studies & sample provisions. Experienced practitioners provide guidance for each step in the estate planning process from pre-engagement to drafting to execution of final documents to termination of representation.

We are honored to have the following experienced local estate planners teaching:

  • Phil Sullivan –  Henderson, Caverly, Pum and Charney LLP
  • Jennifer McGibbon, Henderson, Caverly, Pum and Charney LLP
  • Samuel Ledwitz, bezaire,ledwitz and Borncamp, APC
  • Michael Offenheiser, Brown and Streza LLP
  • Brian Fredkin, Brown and Streza LLP