Estate Planning and Administration
“The Uniform Prudent Investor Act: Background and how to use modern finance to help fulfill trustee fiduciary duties.”
Thank you to Leo Martinez for speaking on fiduciary consulting regarding retirement planning, trust administration and nonprofit advising.
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Elder Law, Conservatorships & Guardianships
Thank you to Angela Dickson, MSW, CMC, for presenting on Elders with Dementia.
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More Upcoming Events
| October 10 | Brown Bag: Estate Planning/Administration | 12:00-1:30 pm: Wendel, Rosen, Black & Dean LLP 1111 Broadway, 19th Floor, Oakland |
| October 17 | Brown Bag: Elder Law, Conservatorships and Guardianships | 12:00-1:30 pm: Wendel, Rosen, Black & Dean LLP 1111 Broadway, 19th Floor, Oakland |
| November 2 |
Annual Lunch Register Now: https://ebtel.org/events/annual-lunch |
Waterfront Hotel, Oakland |