Please join us for our February luncheon on "Decanting in California". The speakers this month are Jenny Bratt and Catherine Swafford. The topic will include 1) brief explanation of the history of California decanting; 2) general description of decanting; 3) how to decant under the new legislation; 4) what trusts can be decanted; 5) decanting under “expanded distributive discretion;” 6) decanting under limited distributive discretion; and 7) decanting limitations, -- as well as other aspects of the new law, including potential litigation aspects.
$50.00 PASD Members
$55.00 non-members
(includes lunch and parking)
Please note a late registration fee of $10.00 will be charged after Friday, February 15th, 2019
CLE Credits: 1 hour general. An application requesting MCLE credit for this activity is pending for approval by the State Bar of California.
Members of PASD (Probate Attorneys of San Diego) enjoy an assortment of benefits to help them become better legal professionals while assisting with advocacy in San Diego’s probate courts.
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CONTACT
Joanne Briggs Membership Liaison619-929-2981
1550 Hotel Circle North Suite 300 San Diego, CA 92108
