San Diego Chapter Meeting - Working with Probate Referee's through the Inventory & Appraisal Process
San Diego - Handlery Hotel 950 Hotel Circle North San Diego, CA 92108 USA
Wednesday, August 14, 2019, 11:30 AM - 1:00 PM PDT
Category: Chapter Meetings
Meeting Title: Working with Probate Referee's through the Inventory & Appraisal Process
Meeting Description: Our speaker, Steven Paull, is a Probate Referee and has served in that position since 1989. Mr. Paull will be discussing the appraisal process, step-by-step, including how an Inventory is processed in the Referee's office, information that is required in connection with the appraisals, how various assets are appraised, information needed in order for a Referee to consider increasing or decreasing an appraisal and common problems Referee's see with Inventories submitted.
Speaker's Name: Steven Paull
Sponsor: Merrill Lynch - The Special Needs Team
CEU & MCLE: Estate: 1.0
Click Here to Register
PFAC Members Only: No
Cost: Fiduciary Members: $25 Affiliate Members: $35 Non-Members: $40
Who Is this Meeting for: Beginning to Intermediate Intermediate to Advanced Attorneys
Will food be served at this event?: Yes
Menu: We will be serving a plated lunch of salad, main course and dessert. A vegetarian option will be available.
Agenda
PFAC San Diego August 14th, 2019
11:30 am – Lunch / Networking 11:45 am – Start of Meeting
- Opening remarks / Announcements
- Introduction of New Members
- Sponsor Introduction
Introduction of Speaker: Steven Paull, Probate Referee
12:00 pm - Presentation, “Working with Probate Referee's through the Inventory & Appraisal Process” 1:00 pm - End of Meeting
Contact: Stacy Baxter 813.966.7199 [email protected]
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