EP Section – Creditors’ Rights Against A Trust – Mar 21st

Register for this event today!

San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA  94403

Please join the Estate Planning & Probate Section on Thursday, March 21, 2019, at the Creditors’ Rights Against A Trust: Do I Really Have to Pay? event.

Edward Fluet and Philip Sousa, of Lakin Spears LLP, will provide an overview of the duties and responsibilities of a trustee concerning creditors’ claims against a trust.  The discussion will include an overview of the underlying statutory scheme, the applicable statute of limitations, the use of the optional trust claims procedure, relevant case law and best practices for planning, administration and litigation.   

We welcome Hagen Streiff Newton Oshiro as sponsor of this luncheon seminar.

Cost: Cost is $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for non section members. 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 smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.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.

Directions: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.