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Bar Association of San Francisco Events Calendar

The Probate Litigation Subcommittee of the Estate Planning, Probate and Trust Section presents
Trustee Unchained

May 7, 2019: 12:00 pm - 1:30 pm
MCLE Credits - 1 H, in Estate Planning, Trust & Probate Law
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Untitled Document

Decanting Comes to California

Speaker
Patrick A. Kohlmann
Managing Partner, Temmerman, Cilley & Kohlmann, LLP

This program will review California's recently enacted version of the Uniform Trust Decanting Act. Effective January 1, 2019, California will permit "decanting". Decanting refers to the power to modify an existing trust, either by changing the terms of that trust or by distributing property from that trust to a second trust. The speaker will discuss when and how to decant and the benefits of decanting. This program will also include a discussion of the risks and pitfalls practitioners may experience when using decanting in their practice, and how to oppose a proposal to decant.

Topics
• California's new Uniform Trust Decanting Act.
• "Decanting" to modify by changing terms or by distributing to a second trust.
• When and how to decant
• The benefits, risks and pitfalls of decanting
• What litigators need to know


Section Co-Chairs: Alicia Gámez, Law Office of Alicia M. Gámez; James Patrick Lamping, Law Office of James P. Lamping and Howard Slavitt, Coblentz, Patch, Duffy & Bass LLP

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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 - 1:30 p.m.

Cost

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: G190507

Questions about our seminars and the registration process?

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Fax or Mail your registration: Registration Form ( PDF)

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