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Meeting Title:
Decanting for Beneficiaries with Disabilities: A Solid Opportunity with Lurking Limitations

Meeting Description:
Decanting has come to California but what does that mean for fiduciaries? Linda Durston, Attorney At Law will provide us with an overview of the decanting laws as well as provide us with a case study.

Speaker Name:
Linda Durston

Sponsor:
Meredith Prichard Jensen
Morgan Stanley Wealth Management

CEU & MCLE:
Trusts: 1.0

Meeting Date:
Thursday January 9th, 2020

Meeting Time:
12:00PM - 1:00PM

Venue Name and Address:
Orinda Community Center
28 Orinda Way Orinda, CA 94563

PFAC Members Only:
No

Meeting Price:
Members: $10
Non-Members: $20

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Will food be served at this event?:
Yes

Food and Menu Details:
Lunch will be provided with a vegan option

Agenda

• 11:15AM – Doors Open
• 11:30AM – Registration and Lunch
• 11:50AM - Announcements
• 12:00PM – Linda Durston, Attorney at Law, Speaker
• 1:00PM - Concluding remarks, meeting over