San Diego Meeting & Webinar
San Diego - Handlery Hotel 950 Hotel Circle North San Diego, CA 92108 USA
Wednesday, October 09, 2019, 11:30 AM - 1:00 PM PDT
Category: Webinar + In-Person Meeting
Meeting Title: A Wide World of Trust Varieties - Part 1
Meeting Description: A two-part series in October and November, covering an overview of different types of trusts such as Testamentary, A/B, Disclaimer, QTIP, Exempt, Non-Exempt, Insurance, Education, Charitable Remainder, Special Needs, Sprinkle Trusts, and others, their intended purpose, tax strategy unique administration issues, how their funded, distribution parameters, common errors and how to correct them, and more.
*** This Meeting Will Be Available Via WEBINAR *** Webinar Login / Start Time will be 11:45AM
Speaker Name: Shannon Stein, Esq. and Kristan Shepard, Esq.
Sponsors: Greenwald & Gerke Real Estate Accent Care
CEU & MCLE: Trusts: 1.0
Click Here to Register
PFAC Members Only: No
Meeting Price: Members: $25 Non-Members: $40 Affiliate: $35 Webinar: $20
Management Level of Difficulty: Beginning to Intermediate Intermediate to Advanced Attorneys
Will food be served at this event?: Yes
Food and Menu Details: Salad, Main Course, & Desert. Vegetarian option Available
Agenda
-
11:30AM : Network and Lunch
-
11:45AM : Introductions Opening remarks / Announcements Introduction of new members Sponsor Introduction
-
11:55AM : Introduction of Shannon Stein, Esq. and Kristan Shepard, Esq. - Partners at the Law Firm of Goodwin Brown Gross and Lovelace
-
12:00PM : Program Start - “A Wide World of Trust Varieties”
-
1:00PM : End of Meeting
Contact: Stacy Baxter - [email protected] - (813) 966-7199
|