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.

OCBA TRUSTS & ESTATES, ELDER LAW, & CONSERVATORSHIP SECTION ANNUAL SEMINAR

Trust Protectors: Planning, Administration, and Litigation Considerations


 Start Date - End Date

October 26, 2022

4:30 PM - 8:15 PM


Online registration for this event is not available at this time.
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                
IN-PERSON ONLY      
     
Registration: 4:30 PM | Dinner/Program: 5:00 PM – 8:15 PM    
Location: The Promenade & Gardens by Turnip Rose | 1570 Scenic Avenue, Costa Mesa, CA 92626 (Free Parking)      
     
Speakers:                      
          
Matt Brown, Esq.
Partner, Brown & Streza LLP      
       
Beth Vasquez, Esq.
Senior Vice President, Chief Fiduciary Officer, Legal Counsel, First American Trust, FSB    
       
Robert C. Eroen, Esq.
Partner, Hill, Farrer & Burrill LLP      
       
Program Chair & Moderator:      
       
Katherine F. Biadasz Khamis, Esq.      
Roehl & Glowacki, P.C.      
          
Trust Protectors: Planning, Administration, and Litigation Considerations      
 
Topics:
  • Trust protectors and alternatives in estate planning
  • Advantages and pitfalls of administering trusts with and other third-party powerholders  
  • Trust protector issues arising in litigation  
 
Limited in-person space available. NO WALK-INS.      

This program is approved for 3.00 CLE Credits including Legal Specialization Credit for Estate, Trusts & Probate Law Specialists. Attendees must have participated in the program in its entirety to receive MCLE credit.  
 
Cancellations must be received in writing by October 21, 2022 (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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