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Bar Association of San Francisco Events Calendar

The Estate Planning, Probate and Trust Section and Intellectual Property and Internet Law Section of the Barristers Club presents
The Knowledge Economy in Your Estate Planning Practice

September 18, 2018: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, This is a brown bag luncheon
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Preparing for the Knowledge Economy in Your Estate Planning Practice

Speakers
Yaasha Sabba
Chief Counsel, Sky Unlimited Legal Advisory PC

James Villanueva
Legal Counsel, Handle Financial

The discussion focuses on intellectual property management tactics for estate planning advisors and administrators. Our speakers will break down these management tactics between the planning phase and administration phase of estate planning, and cover counseling strategies that will not only help estate planners grow their practice, but also make them better asset managers.

Topics
• Introduction to IP
• Trust planning for IP and maintenance after death
• How to help clients spot infringers and capitalize on new opportunities
• What about Royalties and Taxes?!
• Advanced techniques about IP Holding Companies and Asset Protection

Section Chairs: Kelsey Quaranto, Quaranto Law & Richard Shu, Barulich Dugoni Law Group, Inc

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.

Event Code: B181258

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar

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