Are Constructive Trust All that Constructive?

Speakers

Jennifer F.  Scharre Coblentz Patch Duffy & Bass	Randy Rabidoux Sound Law Group

The presenters will provide educational content on the pros and cons of using the ubiquitous “constructive trust” to divide property in marital dissolutions and explore estate planning alternatives. The speakers will address common issues that crop up during the dissolution process that may impact trusts, including when practitioners need input regarding existing estate planning strategies to avoid disruption of desirable tax planning.

Topics

• Cross-over issues with property division and trusts
• Pros/cons of constructive trust remedy and alternatives
• Pre-MSA planning considerations for gift and estate tax

Section Chair
Susanne Stolzenberg, Law Office of Susanne Stolzenberg

Interested in sponsorship opportunities? Email events@sfbar.org

Event Code: G250911
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Cost

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Program Access
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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.