Meeting & Event Calendar
Prev MonthPrev Month Next MonthNext Month
San Gabriel Valley Meeting - Dropping the Ball: Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Residences
San Gabriel Valley Chapter - University Club: Pasadena
175 N. Oakland Ave
Pasadena, California 91101
United States
Wednesday, January 29, 2020, 11:30 AM - 1:30 PM PDT
Category: Chapter Meetings

Click Here to Register


Meeting Title:
Dropping the Ball: Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Residences

Meeting Description:
Prevent disaster - learn the things you can do to protect the estate as well as yourself in the event of a catastrophic loss. Find out how to ensure the transfer of risk to a property and casualty insurance carrier instead of your errors and omissions carrier! A must attend for all fiduciaries!

Speaker Name:
Leslie Blozan - Stone Dean LLP
Nancy Valentine, Real Estate Broker

Sponsor:
Paul Hargraves
Trust Properties USA

CEU & MCLE:
Practice Management: 1.0
Trusts: 1.0

Meeting Date:
Wednesday January 29th, 2020

Meeting Time:
11:30AM - 1:30PM

Venue Name and Address:
University Club: Pasadena
175 N. Oakland Ave
Pasadena, California 91101

PFAC Members Only:
No

Meeting Price:
Members: $40
Non-Members: $60

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

Will food be served at this event?:
Yes

Food and Menu Details:
TBD


Agenda

  • 11:30-12:00 - Sign-In and Networking

  • 12:00 - Lunch Service

  • 12:10 : Welcome
    Sponsor: Paul Hargraves, Real Estate Broker Trust Properties USA
    Meeting Announcements
    Next Fid Forum aka Brown Bag Lunch Meeting: 01/09/2020
    Next Quarterly Meeting: Tuesday, April 28, 2020

  • 12:20 - 1:30 : Presentation: Dropping the Ball: Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Residences.

    Introduction:
    Leslie Blozan – Stone & Dean LLP & Nancy Valentine, RE Broker – Deasy Penner Podley

  • Adjournment


Contact: Patricia Alexander - [email protected]