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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 PST
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]