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Orange County Chapter Meeting
Thursday, June 27, 2024, 7:30 AM - 9:30 PM PDT
Category: Chapter Meetings

REGISTER HERE

Meeting Title:
Opportunities for a Trustee to Reduce Liability, provide better service and proactively document decisions made so the trustee has all available defenses

Description of the meeting:
The discussion will be on:Current Law-Claims frequently made against trustees-Trust director statute-Delegate tasks to trustors-Retain tasks- Affirmative defenses available if claims are made

Speaker Name:
Attorney C Tucker Cheadle

CEU/MCLE
1.0 - Trusts

Meeting Date:
Thursday, June 27, 2024

Venue Address:
Prudent Investors
22932 El Toro Rd
Lake Forest, CA

Meeting Time:
7:30AM - 9:30AM

Who Can Attend:
Members and Non-members

Meeting Price:
Members: $25
Non-Members: $35
Student: $25

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Food:
Yes

Food and Menu Details:
Buffet Style - Serve Yourself
Vegetarian Option Available

Thank You To Our Sponsor:
Johan Graham 

For More Information Contact:
Brad Kuechler, Education Manager
[email protected]