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June 11th Zoom Focus Group

June 11, 2020 @ 7:45 am - 9:00 am

Discussion Topic Leader:  Suzanne Grudnitski, CLPF, NCG
Private professional fiduciary with ConservaTrust Fiduciary Services, Inc.

Topic:  Fiduciary Perspectives on Provisions of Estate Planning Documents

Place:  Via Zoom link to be provided the evening before to members who RSVP

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SBEPC- June Focus Group – Drafting Recommendations Chart 06.11.2020

Description:

As a follow-up to Paul Velasco’s presentation at our last General Meeting (Most Common Estate Planning Mistakes that Lead to Litigation [or other court actions] and How to Avoid Them), Suzanne will lead our next focus group. Based on her “in the trenches” experience in implementing estate plans, we’ll discuss the practical consequences of the inclusion or omission of certain provisions in estate planning documents. Join us for what we anticipate will be a lively discussion and exchange of ideas and perspectives.

Limited to 20 members to enable discussion among the participants.

Also: SAVE THE DATE FOR OUR NEXT FOCUS GROUP:

June 25, 2020, 8:00am – 9:00 am led by Eric Harris

Details

Date:
June 11, 2020
Time:
7:45 am - 9:00 am
Event Category:

Venue

Zoom
CA United States

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Suzanne Grudnitski, CLPF, NCG
Topic
Fiduciary Perspectives on Provisions of Estate Planning Documents

Details

Date:
June 11, 2020
Time:
7:45 am - 9:00 am
Event Category:

Venue

Zoom
CA United States

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Suzanne Grudnitski, CLPF, NCG
Topic
Fiduciary Perspectives on Provisions of Estate Planning Documents