Meeting Title:
Trust and Estates Crash Course

Description of the meeting:
A review of how to read a trust and other estate planning documents. This is a broad overview of Trust and Probate administration, their differences and your duties as a Trustee or Executor.

Speakers Name: 
Daniel Weiner, Esq
Zachary Whitman
Carly Surber Maganuco 

CEU & MCLE:
Trusts: 1.0/1.0

Meeting Date:
Wednesday, August 14, 2024

Meeting Time:
11:15am- 11:45am - Networking
11:45am-noon - Announcements/Sponsor Presentations
Noon-1pm - Presentation

Meeting Format:
In-Person only

Venue Name and Address:
Handlery Hotel
950 Hotel Circle N
San Diego, CA 92108

Who Can Attend:
Members and Non-members

Meeting Price:
Members: $40
Non-Members: $55
Students: $40

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

Will food be served at this event?:
Yes 

Food and Menu Details:
Set Menu
Vegetarian option

For More Information Contact:
Brad Kuechler
[email protected]