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Meeting Title:
Appraisal topics that are relevant to Fiduciaries 

Meeting Description:
Explaining the benefits of having an appraisal background to serve as Probate Referee. Trust appraisals vs. Probate valuations. Importance of appraisals for estate planning. Nuances and complexities involved. Case studies.There will be time to Q&A at the end of the Presentation.

Speaker Name:
Michael Burger

CEU/MCLE
Estate- 1.0/1.0

Meeting Date:
Thursday, March 7, 2024

Meeting Time:
11:45am-1:00pm 

Type of Meeting:
In Person Chapter Meeting for Members and Non-Members (Everyone)

Location:
Community West Bank
4464 Broad Street, Suite 110, San Luis Obispo

Food:
Boxed Lunch
No Vegetarian Option Available

Meeting Price:
Members: $25
Non-Members: $35
Student: $15

Management Level of Difficulty:
Beginning to Intermediate

Thank You To Our Sponsors:

For More Information Contact:

Brad Kuechler
[email protected]