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Meeting Title:
California Trust Administration Procedures

Meeting Description:
Come and learn or review the three stage process of trust administration:

1) Notification and marshaling assets

2) Inventory and appraisal

3) Allocation or distribution

Understand the duties and responsibilities in being the successor trustee.

Speaker Name:
Monica Goel, Esq.
Tredway Lumsdaine & Doyle

CEU & MCLE:
Trust: 1.0

Meeting Date:
Wednesday February 5, 2020

Meeting Time:
07:30AM - 09:00AM

Venue Name and Address:
Tredway, Lumsdaine & Doyle
3900 Kilroy Airport Way #240 Long Beach, CA 90832

PFAC Members Only:
No

Meeting Price:
Members: $20
Non-Members: $30

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced

Will food be served at this event?:
Yes

Food and Menu Details:
Coffee and Breakfast

Agenda

• 07:30AM - 07:50AM : Network with coffee and breakfast goodies

• 07:50AM - 08:00AM : Introductions

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• 08:00AM - 09:00AM : Program: California Trust Administration Procedures
  Handouts, Evaluations and CEU's
  Meeting Announcements
  Close of Program

• 09:00AM - 09:30AM : Chapter meeting with licensed PFAC members to discuss business