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Fiduciary Accounts: Requirements, Issues and Common Mistakes

Program Description:
This presentation will explore the requirements surrounding dual signature accounts, blocked accounts, and other fiduciary issues concerning banking and finances in decedent's estates, conservatorships, trusts, and more.
Suyi Chen, Manufacturers Bank
Shawn Kerendian, Keystone Law Group P.C.
Sheri L. Samotin, LifeBridge Solutions, LLC
Moderator: Deborah Keesey, Burkley Brandlin Swatik & Keesey, LLP

Registration: 11:45 A.M. – 12:15 P.M.
12:15 P.M. – 1:15 P.M.

Los Angeles Superior Court - Special Events Center (Old Department 1, Room 222)
111 North Hill St., Los Angeles, CA 90012

1.0 Hours of CLE credit

Materials will be emailed to preregistered attendees the day before the event.

Price: FREE!

9/13/2018 12:15 PM - 1:15 PM
Los Angeles Superior Court Special Events Center (Old Department 1, Room 222) 111 North Hill St. Los Angeles 90012
Registration not available.

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Advance registration (both online and via phone) closes for most programs approximately 12-24 hours before event time (in order to allow for operational considerations), we would still like to have you join us, and you are more than welcome to register on-site and attend, unless the program is specifically noted as SOLD OUT. Full refunds issued only for registrations which are cancelled 48 hours in advance.

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The Los Angeles County Bar Association is a State Bar of California MCLE approved provider. If this is a CLE event, the Los Angeles County Bar Association certifies that this activity has been approved for MCLE credit. CLE events will state the amount and type of credit offered in the calendar listing.