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May 2017 Focus Group

May 23 @ 7:45 am - 9:00 am

Topic:  When Do Challenges to Amendments Trigger a “No Contest” Clause?

Speaker:  Stephanie Bezner, Esq.

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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.

Trusts and Estates Quarterly Article re No Contest Clauses – Focus Group – Ma

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.

Details

Date:
May 23
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Donna Bogdanovich
Email:
dbogdanovich_profid@yahoo.com

Other

Speaker
Stephanie Bezner, Esq.
Topic
When Do Challenges to Amendments Trigger a “No Contest” Clause?

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
May 23
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Donna Bogdanovich
Email:
dbogdanovich_profid@yahoo.com

Other

Speaker
Stephanie Bezner, Esq.
Topic
When Do Challenges to Amendments Trigger a “No Contest” Clause?

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map