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San Diego Meeting & Webinar
San Diego - Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108
Wednesday, October 09, 2019, 11:30 AM - 1:00 PM PST
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.

Greenwald & Gerke Real Estate
Accent Care

Trusts: 1.0

Click Here to Register

PFAC Members Only:

Meeting Price:
Members: $25
Non-Members: $40
Affiliate: $35
Webinar: $20

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced

Will food be served at this event?:

Food and Menu Details:
Salad, Main Course, & Desert. Vegetarian option Available


  • 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