Events

Events

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