The Estate Planning, Probate and Trust Section presents
Navigating Trust & Estate Banking
FDIC Insurance Protection for Multimillion Dollar Accounts
| Date |
Wednesday, June 7, 2023 |
| MCLE Registration |
11:30 a.m.- 12:00 p.m. |
| Virtual Program |
12:00 - 1:15 p.m. |
| MCLE |
1 Hour Estate Planning, Trust & Probate Law Specialization Credit |
Speakers
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Bryan Flores
Vice President Team Leader
Business Banking Group |
Maximo Damm
Managing Director
Business Banking Group |
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Moderator
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Melanie J. Emmons
Kato Feder & Suzuki LLP |
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Given the current financial climate especially, it is important for attorneys and professionals to understand FDIC regulations and possible pitfalls and quirks of financial institutions so the best interest of the trust or estate beneficiaries can be well served.
Topics
• Banking Solutions to help you and the Trustee reduce and eliminate uncertainties over the administration of the Trust or Estate
• Increasing the value of the estate by reducing expenses
• Maximizing FDIC insurance coverage
• How to effectively partner with a specialized Trust & Estate Banker to avoid delays and unforeseen pitfalls
Event Code: G230505
For a printable flyer, click here.
For related events, click here.
Cost
| Free |
BASF Law Student |
| $50 |
Section Member |
| $60 |
BASF Member |
| $75 |
Nonmember |
| |
Join or Renew Today and Save!
All prices increase $10 on the day of the program. |
To Register
- Sign-in to your account and select Register Myself at the bottom of the page.
- Use Forgot Username or Forgot Password if you don't know your account information. Don't have an account? Select Create Account.
- Select Proceed to Checkout to enter payment information, submit your order and complete the registration process.
Substitution, Cancellation, and Refund Requests
For CLE events of 1.5 hours or less, Lunch & Learn programs, Happy Hours, Receptions, and Mixers, a refund is available if you submit your cancellation request at least 48 hours prior to the event. A $10 handling fee will deducted from your refund. Please complete the Event Cancellation Form.
For CLE events longer than 1.5 hours, and for special events such as conferences, symposiums, professional development training programs, a 50% refund is available if you cancel at least 10 business days prior to the event. Please complete the Event Cancellation Form.
If you are unable to attend, you may send a substitute. Please complete the Event Cancellation Form.
MCLE Notice
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
Accessibility
People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.