Thursday, September 21, 2023.
Via Zoom ONLY at 12:00pm
Presenters will discuss the issues and concerns involved in a non-pro rata distribution of trust assets, the trustee’s authority under Probate Code §16246 and the powers set forth in a trust instrument. The discussion will touch on changes in real property valuation under the newly adopted partition laws, Property 19 property tax reassessments, and complications with an illiquid trust.
Please note that this is a virtual presentation only.
Speakers: Denise E. Chambliss, Shareholder and Nazar A. Ghosseiri, Counsel of Hoge Fenton.
Cost: Cost is $20 per person for members of the SMCBA Estate Planning Section and $35 for others. Cost includes 1.0 hour of General Law MCLE.
Registration and Information: Please click on the button above to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.
Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. Please note that you’ll need to be logged into a Zoom account to join the webinar. The written materials for the webinar will be emailed to attendees the morning of the event.
Contact Info for this Event: For questions about this event, please email email@example.com.
Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.