Meeting Title:
A Wide World of Trust Varieties - Part 2

Meeting Description:
Shannon Stein and Kristan Shepard, Partners at the Law Firm of Goodwin, Brown, Gross, and Lovelace will be presenting 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 for Non-San Diego Region Members ***
Webinar Login / Start Time will be 11:45AM

Speaker Name:
Shannon Stein, Esq. and Kristan Shepard, Esq.

Sponsors:
Beach Equities
Edward Jones

CEU & MCLE:
Estate: 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

For More Information Contact:

Stacy Baxter
813.966.7199
[email protected]

Marilyn Kriebel
619.749.0161
[email protected]