EP Section – HEMS: Trust Distributions for Health, Education, Maintenance and Support – Sept 19th

San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA  94403

Please join the Estate Planning & Probate Section on Thursday, September 19, 2019, for a presentation on HEMS: Trust Distributions for Health, Education, Maintenance and Support and the limits of discretionary powers, presented by Kathleen Durrans and Krista Conover.

Description: This class will focus on the use of HEMS standards, and walk through various case scenarios.  

Presenter Kathleen A. Durrans is a shareholder of Aaron, Riechert, Carpol & Riffle, APC, and a Certified Specialist in Estate Planning, Trust, and Probate Law. Ms. Durrans is also a certified mediator and is a member of the San Mateo Probate ADR Program Panel. Ms. Durrans has been practicing in the areas of Estate Planning, Trust, and Probate Law since 1999. She is a graduate of the University of San Francisco School of Law, where she graduated Cum Laude. She was a member of the McAuliffe Honor Society and University of San Francisco Law Review. In 1998, she received the American Jurisprudence Award in Family Wealth Transfer Taxation.

Presenter Krista Conover is the Managing Director, Trust & Fiduciary Services of Boston Private. Ms. Conover brings more than a decade of trust and investment experience. Prior to joining Boston Private in 2004, Ms. Conover practiced law in San Jose, assisting clients to achieve their estate planning and business objectives. Prior to practicing law, Ms. Conover worked as a personal banker. Ms. Conover received her Bachelor of Arts in International Relations from University of California, Davis. She also received a JD from Santa Clara University’s School of Law. Ms. Conover is an active member of the California State Bar, the Silicon Valley Bar Association, the Financial Planning Forum and the San Francisco and Santa Clara County Estate Planning Councils. She also serves on the board of the El Camino Hospital Foundation and Santa Clara County Estate Planning Council.

Time: 12:00pm – 1:30pm

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. Cost includes lunch and 1 hour of MCLE credit.

Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543. Payment is generally made by check or cash at the door to the event, although you may also register online (Bar members should log in to receive member pricing).

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.

Map: http://tinyurl.com/SMElks