Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.


*LIMITED SPACE REMAINS* OCBA TRUSTS & ESTATES SECTION ANNUAL SEMINAR

TALES FROM THE TRENCHES


 Start Date - End Date

September 25, 2019

5:30 PM - 9:00 PM


Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
Limited space remains, please call 949.440.6700 ext. 385
   
Speakers:  
   
Honorable James P. Gray (Ret.)  
Orange County Superior Court  
   
Vivian L. Thoreen, Esq.  
Holland & Knight, LLP  
   
Robert Barton, Esq.  
Holland & Knight, LLP  
   
Lindsey A. Kernan, Esq.  
Holland & Knight, LLP  
   
Program Chair:
Kenneth E. Petersen, Jr., Esq.
First American Trust, FSB
   
Tales From The Trenches: Practical Considerations In The Estate Planning Process  
 
  • Fiduciary horror stories - how to prevent them and how to fix them
  • Advantages and pitfalls of using arbitration to resolve trust and estate disputes
  • The developing law on the enforceability of arbitration provisions in estate planning
  • Cautionary lessons to apply to your own practice

Cancellations must be received in writing via fax or email by September 20, 2019 to receive a refund. (There are no refunds after this date).

Available Functions

Speakers

NameOrganizationSpeaking At

Location Information

The Promenade Event Centre & Gardens
1570 Scenic Avenue
Costa Mesa, CA 92626

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