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
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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
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11:30-12:00 - Sign-In and Networking
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12:00 - Lunch Service
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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
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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
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Adjournment
Contact: Patricia Alexander - [email protected]
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