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 Section Meeting
Enforceable Releases: Protecting Your Trustee Clients
Start Date - End Date
June 14, 2023
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 emailinfo@ocbar.org
Speakers:
Christopher D. Carico, Esq.
Partner, Carico Macdonald Kil & Benz LLP
Golnaz Yazdchi, Esq.
Partner, Sheppard, Mullin, Richter & Hampton LLP
Enforceable Releases: Protecting Your Trustee Clients
This program will cover the enforceability of releases designed to protect the trustee from liability to the beneficiaries. Written releases in settlement agreements are generally enforceable without consideration between parties pursuant to Civil Code section 1541, which would include releases between two beneficiaries. However, when the party being released is the trustee, subdivision (b) of Probate Code section 16464 imposes four additional requirements on the trustee for the release to be effective. This program will discuss the four requirements and how best to satisfy them to protect the client/trustee.
This program is approved for 1.00 CLE Credit. This program Offers 1.0 California 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 via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
Speakers
| Name | Organization | Speaking At |
|---|
