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Sept 2018 Focus Group

September 27, 2018 @ 7:45 am - 9:00 am

Moderator:  Angela Bellanca Klenk, Esq.

Topic:  Taking a New Look at Busting Bypass Trusts in Light of Recent Changes to the Probate Code

Explanation:
In 2017, Probate Code Section 15403 was amended to give the court discretion to terminate an irrevocable trust even if the trust contains a “spendthrift clause.”  On September 14, 2018, the Uniform Trust Decanting Act, which will be added to the Probate Code commencing with Section 19501, was enacted. Let’s discuss how we can best use these changes in the law to help our clients who no longer need Bypass Trusts.

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HANDOUTS:

T&E Quarterly – Busting the Bypass – Simplifying Irrevocable Trusts

SB-909 Assembly Judiciary Committee Analysis

SB-333 Assembly Judiciary Committee Analysis

Bill Text – SB-909 Uniform Trust Decanting Act

Bill Text – SB-333 Trusts modification or termination

Details

Date:
September 27, 2018
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Donna Bogdanovich
Email:
dbogdanovich_profid@yahoo.com

Other

Speaker
Angela Bellanca Klenk, Esq.
Topic
Taking a New Look at Busting Bypass Trusts in Light of Recent Changes to the Probate Code

Venue

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

Details

Date:
September 27, 2018
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Donna Bogdanovich
Email:
dbogdanovich_profid@yahoo.com

Other

Speaker
Angela Bellanca Klenk, Esq.
Topic
Taking a New Look at Busting Bypass Trusts in Light of Recent Changes to the Probate Code

Venue

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