12:00 pm – 1:30 pm
San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA 94403
Please join the Estate Planning & Probate Section on Thursday, October 10, 2019, for a presentation on Decanting with Matthew Owens and Genevieve Larson.
The presentation will include 1) history of California decanting; 2) general description of decanting; 3) how to decant under the new legislation; 4) which trusts can be decanted; 5) decanting under expanded v. limited distributive discretion; 6) decanting limitations; and 7) decanting litigation.
Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. Cost includes lunch and 1 hour of MCLE credit.
Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at firstname.lastname@example.org or fax (510) 588-4543. For questions about this event, please email email@example.com or fax (510) 588-4543.
If you wish to pay by check,
please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200,
Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403
From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.
Registration: Log-in to the SMCBA website