San Francisco Paralegal Association
  • Home
  • News
  • MCLE - Trust Distribution: How, Why and When do Trustees Distribute (or not?)

MCLE - Trust Distribution: How, Why and When do Trustees Distribute (or not?)

06/05/2018 4:17 AM | Denise Bashline (Administrator)

Bar Association of San Francisco 

 

The Estate Planning, Probate and Trust Section of the Barristers Club presents:

 

Trust Distribution: How, Why & When do Trustees Distribute

 

June 14, 2018: 12:00 pm - 1:15 pm


MCLE Credits - 1 H, This is a brown bag luncheon

 

 

Register for this Event

 

 

Trust Distribution: How, Why and When do Trustees Distribute (or not?)

 

 

Speakers:


John Osborn
Vice President, Regional Trust Manager, Mechanics Bank

Emily Sides
Assistant Vice President, Fiduciary Advisory Specialist, Wells Fargo

 

Herb Thomas
Principal Fiduciary, Herb Thomas and Associates

 

Moderator:


Deb Kinney
Partner, Johnston, Kinney, and Zulaica LLP

 

The language we use to direct trust distributions matters. Come hear directly from practicing bank trustees to learn how the language we use in our trust distributions is interpreted and deployed. We will explore what language is necessary to effectuate the testator’s intent and wishes. Plus, we’ll discuss how corporate trustees and professional fiduciaries approach ascertainable standards, discretionary distributions, consideration of other resources and standard of living. And of course we’ll touch on HEMS - what does HEMS really mean when it comes to getting money from the trust?

 

 

Topics:


• An analysis of actual trust distribution language and how it is generally interpreted
• Will a HEMS standard accomplish your clients’ goals or frustrate them?
• How to capture the testator’s intent to better inform your trustees
• Practical insight and experience from bank trustees and private professional fiduciaries

 

Section Chairs: Kelsey Quaranto, Quaranto Law & Richard Shu, Solan, Park & Robello

 

 

Printable Flyer ( PDF)

 

 

Location

BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111

Directions

 

Schedule

MCLE Registration: 11:30 a.m.-12:00 p.m.
Program: 12:00-1:15 p.m.

 

Cost

BASF Student Member Complimentary
Section Member $30.00
BASF Member $40.00
Government $40.00
Nonprofit $40.00
Non-Member $55.00

 

Note: All prices increase by $10.00 on the day of the program.

 

Event Code: B181256

 

Questions about our seminars and the registration process?

 

 

 

Register for this Event

 

 

Fax or Mail your registration: Registration Form ( PDF)

 

San Francisco Paralegal Association • 1 Sansome St., Ste. 3500 • San Francisco, CA 94104-4448 • (415) 946-8935 • info@sfpa.com