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Bar Association of San Francisco Events Calendar

The Estate Planning, Probate and Trust Section of the Barristers Club presents
Trust Distribution: How, Why & When do Trustees Distribute

June 14, 2018: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, This is a brown bag luncheon
Past Event:
This information is about a past event.
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Trust Distribution: How, Why and When do Trustees Distribute (or not?)

Speakers
John Osborn
Vice President, Regional Trust Manager, Mechanics Bank

Emily Sides
Assistant Vice President, Fiduciary Advisory Specialist, Wells Fargo

Herb Thomas
Principal Fiduciary, Herb Thomas and Associates

Moderator
Deb Kinney
Partner, Johnston, Kinney, and Zulaica LLP

The language we use to direct trust distributions matters. Come hear directly from practicing bank trustees to learn how the language we use in our trust distributions is interpreted and deployed. We will explore what language is necessary to effectuate the testatorâ€ÿs intent and wishes. Plus, weâ€ÿll discuss how corporate trustees and professional fiduciaries approach ascertainable standards, discretionary distributions, consideration of other resources and standard of living. And of course weâ€ÿll touch on HEMS - what does HEMS really mean when it comes to getting money from the trust?

Topics
• An analysis of actual trust distribution language and how it is generally interpreted
• Will a HEMS standard accomplish your clientsâ€ÿ goals or frustrate them?
• How to capture the testatorâ€ÿs intent to better inform your trustees
• Practical insight and experience from bank trustees and private professional fiduciaries

Section Chairs: Kelsey Quaranto, Quaranto Law & Richard Shu, Solan, Park & Robello

Location

BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111
Directions

Schedule

MCLE Registration: 11:30 a.m.-12:00 p.m.
Program: 12:00-1:15 p.m.

Cost

BASF Student MemberComplimentary
Section Member$30.00
BASF Member$40.00
Government$40.00
Nonprofit$40.00
Non-Member$55.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: B181256

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar
Fax or Mail your registration: Registration Form ( PDF)

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