June 17, 2015
6:30 P.M.
American Matrimonial Lawyers
San Francisco, CA
Speaker: John A. Hartog
The Southern California Tax and Estate Planning Forum
Determine how to produce the summary of account and each supporting schedule. Recognize California's Uniform Principal and Income Act. Recognize when the fiduciary's records reveal a breach of trust. Determine how to get the records you need to do the job you were hired to do.
Andrew Verriere highlights Governor Newsom's recently signed AB 1194, which expands the protections for conservatees and proposed conservatees in California.
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