Topic: When Do Challenges to Amendments Trigger a “No Contest” Clause?
Speaker: Stephanie Bezner, Esq.
We will discuss:
- How this analysis has changed in light of the Aviles v. Swearingen case
- Eight case studies/scenarios
- What to consider and where to look to determine whether a no contest clause is effective
Please read the attached article for background before the meeting.
About our Speaker:
Stephanie’s practice is located in Palos Verdes, and she specializes in estate planning, trust administration, business, real estate, taxation, and tax-exempt organizations.
A native Californian, Stephanie attended the Gould School of Law at the University of Southern California where she received her Juris Doctorate. She became a member of the California State Bar Association, the Central District of California, and the Ninth Circuit Court of Appeals in the fall of 2006. Stephanie also attended the University of California at Irvine where she received a Bachelor of Arts in Political Science, with a minor in Management.
Stephanie is an active member of her community. She is a member of the Professional Advisory Council for Torrance Memorial Medical Center’s foundation, and the South Bay Estate Planning Council, a non-profit association dedicated to enhancing the proficiency of advisors who are active in the field of estate planning.