Join Christopher D. Carico and Taylor A. Carico at CalCPA for Wealth Wednesday

06.06.2025
Location: https://store. calcpa.org/catalog/activity/wealth-wednesday--estate-planning---addressing-capacity-concern s-2025--no-cpe----133919

Christopher D. Carico and Taylor A. Carico will be guest speakers at CalCPA Wealth Wednesday: Estate Planning & Addressing Capacity Concerns 2025 on June 18, 2025, 12-2 PM. Please join them as they cover the basics of estate planning, with an overview of the most common instruments (Trust, Will, Financial Powers of Attorney, Medical Directive), and a deep dive into capacity and undue influence issues that can affect the validity of those instruments.

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