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Meeting Title:
New Accounting Requirements Under Probate Code 15800 - Effective January 1, 2022

Meeting Description:
An overview and discussion about the new accounting requirements for trustees. How much information are you required to disclose to beneficiaries and when?Helpful information for fiduciaries and attorneys!

Speaker Name:
Attorney Tamsen Reinheimer, Mortensen & Reinheimer PC

CEU/MCLE:
Trust: 1.0/1.0

Meeting Date:
Thursday, September 28, 2023

Venue Address:
Prudent Investors
22932 El Toro Rd, Lake Forest, CA 92630

Meeting Time:
7:30AM - 9:30AM

PFAC Members Only:
No

Meeting Price:
Members: $25
Non-Members: $35
Student: $25

Management Level of Difficulty:
Beginning to Intermediate
Attorneys

Food:
Yes

Food and Menu Details:
Buffet Style - Serve Yourself
Vegetarian Option Available

Thank You To Our Sponsors:

For More Information Contact:
Brad Kuechler, Education Manager
[email protected]