ESTATE PLANNING and ADMINISTRATION
“Using Trusts as a Designated Beneficiary of an IRA”
Thank you to Harry B. Maring for discussing the many important aspects of working with IRAs in the estate planning context.
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HAPPY HOUR GATHERING: JULY 12!
Thank you to our generous sponsor, EBTEL’s Happy Hour was a great success!
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LITIGATION & MEDIATION
Wednesday, July 18, 12:00 – 1:30 p.m. at Wendel, Rosen, Black & Dean LLP, 1111 Broadway, 19th Floor, Oakland.
EBTEL’s Litigation and Mediation Committee is happy to have Tim Chambers of the Law Offices of Timothy J. Chambers speaking about creditors’ claims in probate and trust litigation. The statutory scheme for presenting creditors’ claims will be discussed, as well as the differences between presenting a claim in a probate proceeding as opposed to presenting a claim against a trustee administering a decedent’s trust. Trust and Estate litigators confront creditors’ claims regularly throughout their practice, yet they are treated differently depending on whether the estate is administered through a trust or a probate. Proposals to reconcile these differences through legislation will also be discussed.
RSVP REQUIRED BY 10AM July 16. Email to admin@EBTEL.org with “July 18 Brown Bag RSVP” in the Subject line.
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More Upcoming Events
| July 11 | Brown Bag: Estate Planning/Administration | 12:00-1:30 pm: Wendel, Rosen, Black & Dean LLP 1111 Broadway, 19th Floor, Oakland |
| July 12 | Happy Hour Gathering |
5:30-7:30 pm: Rooftop Restaurant & Bar 1500 Mt. Diablo Blvd., 3rd Floor Walnut Creek, CA |
| July 18 | Brown Bag: Litigation and Mediation Committee | 12:00-1:30 pm: Wendel, Rosen, Black & Dean LLP 1111 Broadway, 19th Floor, Oakland |
| August 8 | Brown Bag: Elder Law, Conservatorships and Guardianships | 12:00-1:30 pm: Wendel, Rosen, Black & Dean LLP 1111 Broadway, 19th Floor, Oakland |
| August 15 | Brown Bag: Litigation and Mediation Committee | 12:00-1:30 pm: Wendel, Rosen, Black & Dean LLP 1111 Broadway, 19th Floor, Oakland |
| September 12 | Litigation Boot Camp | Cal State East Bay, Oakland |
| October 10 | Brown Bag: Estate Planning/Administration | 12:00-1:30 pm: Wendel, Rosen, Black & Dean LLP 1111 Broadway, 19th Floor, Oakland |