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Application of Principal & Income Act in Trust Accountings & Distributions - San Diego
Wednesday, September 14, 2022, 11:45 AM - 1:00 PM PDT
Category: Chapter Meetings
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Meeting Title:
Application of Principal & Income Act in Trust Accountings & Distributions

Meeting Description:
What standard applies to determine income vs principal? California Uniform Principal and Income Act Allocating Receipts Allocating Disbursements Trustee Discretion to Reallocate Income and Principal Calculating net distributable income

Speakers Name:
DeEtte Loeffler

Meeting Sponsor:
True Legacy Homes

CEU & MCLE:
Estate: 1.0

Meeting Date:
Wednesday, September 14, 2022

Meeting Time:
11:45AM - 1:00PM

Venue Name and Address:
DoubleTree by Hilton San Diego - Mission Valley
7450 Hazard Center Drive, San Diego, CA  92108

Zoom:
This meeting will be live broadcasted, via zoom, only to those outside the San Diego region. If you are in the San Diego region, please note that you will need to attend in person. *** No Exceptions ***

PFAC Members Only:
No

Meeting Price:
Members: $30
Non-Members: $45
Students: $25
Webinar: $25 / Outside of San Diego Attendees Only

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

Will food be served at this event?:
Yes - In-Person attendees only**

Food and Menu Details:
Vegetarian and non-vegetarian options

REGISTER HERE