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OCBA Conservatorship, Guardianship & Prot. Proceedings Section Webinar
Minor Beneficiaries – Options Available to Hold, Maintain and Manage Beneficial Interest
Start Date - End Date
June 25, 2021
12:00 PM - 1:00 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
Advance Registration Required.
If you are an attorney in Orange County, you may have a profile with us. Click Here to retrieve your OCBA log in credentials. For assistance, please email info@ocbar.org
Speakers:
Susan A. Katzen, Esq.
Law Office of Susan A. Katzen
Jerry Braakman
Chief Investment Officer, First American Trust
Minor Beneficiaries – Options Available to Hold, Maintain and Manage Beneficial Interest - Probate Code 3611 Trusts, Guardianships and the California Prudent Investors Act
When a minor receives money by accident or due to poor estate planning, clients have options. Exploring Probate Code 3611 Trusts vs Guardianships. The pros and cons of each as well insights from Mr. Braakman regarding the limitations on vehicles for investment on behalf of minors.
This program is approved for 1.0 CLE Credit. Attendees must have participated in the program in its entirety to receive MCLE credit.
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
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