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San Diego Chapter Meeting
Thursday, January 11, 2024, 11:15 AM - 1:00 PM PDT
Category: Chapter Meetings

REGISTER HERE

 

Meeting Title:
Termination of an Administration: Distributions, Supplemental Accountings/Distributions and Reserves

Meeting Description:
Tips and best practices when terminating a proceeding including making distributions; supplemental accounting requirements; how to calculate an appropriate reserve; and shortening the statutory time for approval of a trust accounting/administration. 

Please Note: Registration will be closed on January 9 at noon so please register by then.

Speakers Name:
Attorney Shannon Taylor of Hughes & Pizzuto

Thank you to our sponsors:
Prudent Investors

 

 

 

CEU & MCLE:
1.0/1.0

Meeting Date:
Thursday, January 11, 2024

Meeting Time:
11:15am- 11:45am - Networking
11:45am-noon - Announcements/Sponsor Presentations
Noon-1pm - Presentation

Meeting Format:
In-Person Meeting

Venue Name and Address:
Handlery Hotel
950 Hotel Circle N
San Diego, CA 92108

Who Can Attend?
Members and Non-members

Meeting Price:
Members: $35
Non-Members: $50
Students: $35

Will food be served at this event?:
Yes 

Food and Menu Details:
Set Menu
Vegetarian option

 

For More Information Contact:
Brad Kuechler
[email protected]