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Spears vs. Spears: New Paths for Trust Creditor’s Claims

The Estate Planning, Probate and Trust Litigation Subsection presents

Spears vs. Spears: New Paths for Trust Creditor’s Claims 

Traditionally, creditors had to open a probate, serve a creditor’s claim, and then pursue a lawsuit against the Estate to obtain a judgment which could ultimately reach trust assets. After Spears vs. Spears, new options for creditors are available.

Date Tuesday, December 10, 2024
MCLE Registration 11:30 a.m. - 12:00 p.m.
Virtual Program 12:00 - 1:30 p.m.
MCLE 1 Hour

Speakers

   
John S. Reuppel
JKZ LLP
Azita Rahim
JKZ LLP


Topics

  • The Traditional Creditor’s Claim Process for Estates and Trusts
  • Statutes of Limitations Applying to Claims Against Decedents
  • Dobler I and Dobler II Cases Set the General Framework
  • Spears v. Spears: New Avenues to Make Claims Against Trusts
  • Tips and Takeaways

Section Co-Chairs
Alicia Gámez, Law Office of Alicia M. Gámez
Frank Busch, Coblentz, Patch, Duffy & Bass


Event Code: G240506
For a printable flyer, click here.
For related events, click here

Cost

 Free BASF Law Student
 $50 Section Member
 $60 BASF Member
 $75 Nonmember
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To Register

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  2. Select Proceed to Checkout to enter payment information, then Submit Order to complete the registration process.

Program Access
A link to access the Zoom webinar will be sent in your confirmation e-mail prior to the start of the event. If you do not receive login credentials, please double check your Spam Folder. If you have any trouble, please contact cle@sfbar.org as soon as possible before the program starts so we can assist with troubleshooting. You may need to consult your local IT technician for connection issues.

Program recordings are not guaranteed and/or included with this registration, nor immediately accessible to registrants. Approved recordings of live programs are converted to On-Demand CLE Courses and available for separate purchase through a third-party library 30 business days after the live recording. Thank you for your support.

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.

When
12/10/2024 12:00 PM - 1:30 PM
Where
Online only CA