On Friday, October 28, 2011 I will be moderating Trusts 101, an all day panel discussion put on by Continuing Education of the Bar. It will be held at the Bar Association of San Francisco, 301 Battery Street. Topics will include:
• The basic elements of a revocable living trust
• Tailoring the trust to your client’s needs
• Trustee selection and duties
• The correlation of will and trust
• Trust accounting and taxes
For more information, go to CEB CLE Programs.
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