David Bawden | Withers Bergman LLP

David Bawden is a senior paralegal at the international law firm of Withers Bergman LLP, which focuses on representing successful individuals, their families and their philanthropies. With over 18 years of experience, David leads Withers Bergman’s California paralegals team, has previously presented at five seminars regarding probate administration, including top probate problems and how to solve them, and is widely known as an outstanding contributor to the Trusts & Estates Section listserv at the Los Angeles County Bar Association.

He handles all aspects of trust and estate administration and accounting, gift and estate tax return preparation, real property and property tax, oil, gas and mineral law, nonprofit and for-profit corporate formation, compliance and dissolution, and drafting of wills, trusts and ancillary documents.

I. Why transfer real property to a trust or legal entity? | 2:00pm – 2:15pm

II. How to ensure refinancing doesn’t result in an undesirable title change | 2:15pm – 2:30pm

III. How to ensure adequate homeowner’s (and similar) insurance policy coverage and title insurance coverage | 2:30pm – 2:45pm

IV. How to address homeowner’s property tax exemption and the homestead exemption for a primary home | 2:45pm – 3:00pm