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Nov 2017 Focus Group

November 30, 2017 @ 7:45 am - 9:00 am

REPORTS OF THEIR DEATH ARE GREATLY EXAGGERATED:  THE VIABILITY OF NO CONTEST CLAUSES AGAINST DIRECT CONTESTS BROUGHT WTIHOUT PROBABLE CAUSE

Discussion facilitated by Stephanie F. Bezner, Esq.

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Bezner Focus Group Article – Nov 2017

Please join us for a lively discussion on this month’s Case Study – 1 CE credit is available!

  • Why is anyone still using no contest clauses in California Trust and Wills?
  • There is no published decision elucidating the standard for probable cause.
  • There is a high bar for circumstantial evidence.

SBEPC Members Only

 

 

About Stephanie:

 

Stephanie Bezner is a lawyer from Palos Verdes, where she practices law with R. Stephen Doan.  In their practice, Stephanie and Steve specialize 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, with department honors.

Having been born and raised in the South Bay, 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.  She was baptized, confirmed and married at St. Francis Episcopal Church in Palos Verdes Estates where she is an active member.  She is currently serving as Secretary of Dr. Rob Morris Chapter, Order of the Eastern Star.  She has also served as Worthy Matron and Deputy Grand Matron and on the statewide Leadership and Membership Committees in the Order of the Eastern Star.

RSVP online at www.sbepc.org or email: dbogdanovich_profid@yahoo.com

Details

Date:
November 30, 2017
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Donna Bogdanovich
Email:
dbogdanovich_profid@yahoo.com

Venue

Plaza, Donnelly & Marlette
3460 Torrance Boulevard, Suite 200
Torrance, CA 90503 United States
+ Google Map

Details

Date:
November 30, 2017
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Donna Bogdanovich
Email:
dbogdanovich_profid@yahoo.com

Venue

Plaza, Donnelly & Marlette
3460 Torrance Boulevard, Suite 200
Torrance, CA 90503 United States
+ Google Map