Planners Plan and Litigators Laugh

How Will a Court Interpret Your Well Intended Plan

Speakers

Jennifer Scharre Coblentz Patch Duffy & Bass	Erika J. Gasaway Lathrop GPM

Three reasons an attorney should attend this seminar include how to ensure your estate plan is well thought out to meet your client’s objectives; understanding case law and how it effects planning; and helping you plan as you intended.

Topics

• Revocation and amendment procedures
• Analyzing Haggerty by applying it to split cases that preceded it
• Trustee’s powers to spend trust assets
• Trustee power or duty to defend trust
• Power allocation in directed trusts

Section Chair
Melanie Emmons, Kato Feder Suzuki

Event Code: G250501
For a printable flyer, click here.
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Cost

To Register

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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.