BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:bb5a4a8d47eefa9bc5cfdce4e2a7fae5134 CATEGORIES:Webinar + In-Person Meeting SUMMARY:San Diego Meeting & Webinar - A Wide World of Trust Varieties - Part 2 LOCATION:San Diego - Handlery Hotel\, 950 Hotel Circle North\, San Diego, CA 92108\, USA DESCRIPTION:
Meeting Title:
A Wide World of Trust Varieties - Part 2
Meeting Desc
ription:
Shannon Stein and Kristan Shepard, Partners at
the Law Firm of Goodwin, Brown, Gross, and Lovelace will be presenting a t
wo-part series in October and November, covering an overview of different t
ypes of trusts such as Testamentary, A/B, Disclaimer, QTIP, Exempt, Non-Exe
mpt, Insurance, Education, Charitable Remainder, Special Needs, Sprinkle Tr
usts, and others, their intended purpose, tax strategy, unique administrati
on issues, how their funded, distribution parameters, common errors and how
to correct them, and more.
*** This Meeting Will Be Available Via WEBINAR for Non-San Di
ego Region Members ***
Webinar Login / Start Time will be 11:45AM
Speaker Name:
Shannon Stein, Esq. an
d Kristan Shepard, Esq.
Sponsors:
Beach E
quities
Edward Jones
CEU & MCLE:
Estate: 1.0
Click Here to Register
PFAC Members Only:
No
Meeting Price:
Members: $25
Non-Members: $40
Affilia
te: $35
Webinar: $20
Management Level of Difficult
y:
Beginning to Intermediate
Intermediate to Advanced
Attorneys
Will food be served at this event?:
<
/strong>Yes
Food and Menu Details:
Salad,
Main Course, & Desert. Vegetarian option Available
< strong>Agenda
11:30AM : Network and Lunch
11:45AM : Introductions
Opening remarks / Announcemen
ts
Introduction of new members
Sponsor Introduction
11:55AM : Introduction of Shannon Stein, Esq. and Kristan Shepard, Esq. - Partners at the Law Firm of Goodwin Brown Gross and Lovelace< /p>
12:00PM : Program Start - “A Wide World of Trust Varieties” span>
1:00PM : End of Meeting
For
More Information Contact:
Stacy Baxter
813.966.7199
baxterfiduciary@gmail.com
Marilyn Kriebel
619.749.0161
marilyn.sdpfac@kaafid.com