A Trustee's Tale

Presented by the Estate Planning, Probate and Trust Section of the Barristers Club

A Trustee's Tale

What Corporate Fiduciaries Wish Drafting Attorneys Would Consider and Discuss with Their Clients 

Date Wednesday September 30, 2020
Program 12:00-1:15 p.m. 
MCLE 1 Hour

Speakers

Brett D. Mulberg
Vice President & Senior Estate Advisory Specialist, Wells Fargo Private Bank

Alexander Quest
Senior Vice President & Senior Wealth Planning Strategist, Wells Fargo Private Bank

Karen Sugihara
Senior Vice President & Senior Regional Fiduciary Manager, Wells Fargo Private Bank

Elena V. Toulios
Senior Vice President & Senior Estate Advisory Specialist, Wells Fargo Private Bank

Moderator

Richard R. Shu
Barulich Dugoni & Suttmann Law Group, Inc.

Wealth transfer advisors focus on achieving their client’s goals and objectives while minimizing income and transfer taxes.  Emphasis is often on the initial planning and drafting of the client’s estate planning documents and not the ultimate implementation and administration of the client’s overall wealth plan.  Sometimes the best intended plan goes awry because of the failure to consider how the plan impacts existing credit, the ability to secure future lending, family dynamics, diversification and a panoply of other issues.  Our discussion will focus on issues professional fiduciaries wish advisors would consider when advising clients and drafting their documents.

We hope to achieve the following learning objectives: 1. Attorneys will hopefully come away from this presentation with a better understanding of how to draft documents to avoid ambiguities and unintended consequences; 2. Advisors and fiduciaries will develop an appreciation for the risks inherent in their roles and how to mitigate this risk while advancing the interests of the client; and 3. Client advisors (attorneys, accountants, financial advisors) will have a better understanding of how they can effectively partner together to achieve the goals and objectives of their client.

Topics

  • Powers of Appointment
  • Tangible Personal Property
  • Estate Tax Apportionment
  • Needs of Minors and Dependents
  • Discretionary Distributions

Section Co-Chairs

Simon Mayali, Sideman & Bancroft, LLP & Richard Shu, Barulich Dugoni & Suttmann Law Group Inc.

For a printable flyer, click here.

Event Code: B201235

Cost

 Free BASF Law Student
 $35 Section Member
 $50 BASF Member
 $65 Nonmember

 

To Register
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A link to access the Zoom meeting will be sent in your confirmation e-mail 2 hours prior to the start of the event.

Note

To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

Special Requests 
People with disabilities should contact BASF regarding reasonable accommodations.
When
9/30/2020 12:00 PM - 1:15 PM
Where
Online only. CA
 

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