February 20, 2020
12:00 PM – 1:30 PM
Fresh from the 54th Annual Heckerling Institute on Estate Planning, Laurelle Gutierrez, Charles (Chuck) Packer and Mark Shepherd will discuss a Heck of a lot from the Institute, including but not limited to:
1. Shrinkage (of the stretch-IRA)
2. Growth (2020 inflation factors)
3. Magic (of grantor trusts)
4. C, or not to C (corporations)
5. Paranoia (Powell or otherwise)
6. Exit Stage Right (in light of Kaestner)
7. Friends (may be your favorite charity)
8. Gambling (with or by Grandma)
9. And a Heck of a lot more (or less)
The Estate Planning and Probate Section welcomes Hopkins & Carley as sponsor of this luncheon seminar.
This will be a joint event, hosted by the SMCBA’s Estate Planning & Probate Section and the Peninsula Estate Planning Council.
Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for non-section members. Cost includes lunch and 1.5 hours of MCLE credit.
Registration and Information:
Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at firstname.lastname@example.org or fax (510) 588-4543. For questions about this event, please email email@example.com or fax (510) 588-4543.
If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063. Attn: Events or bring a check with you to the event. *Please note what event you are paying for and the name of the attendee.
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403
From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.