SEPC April Meeting
Please adhere to the Sutter Club's Dress Code: Gentlemen guests are encouraged to wear coat and tie. Ladies should wear comparable attire. Jeans, T-shirts, and shorts are never permitted.A
Sutter Club, California Room
1220 Ninth Street
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.
Trustees Can’t Count
Speaker: Howard Sanger, Attorney – Sanger & Manes LLP, Palm Desert, CA
In the “real world” of estate plans with trusts created for blended families (i.e., second marriages; remainder beneficiaries who are children from prior marriages), many fiduciary accountings either (a) shortchange, or (b) overpay, beneficiaries. Using actual examples, this presentation will illustrate fiduciary accounting blunders made by trustees, their accountants and their lawyers.
Please note the cost of the monthly SEPC meetings.
- Members: $65 (registration at the door is $80)
- Non-Members (must be hosted by a member to attend): $80
- Drink Tickets: $8 each (PLEASE NOTE THAT IF YOU ARE DRINKING SODA YOU DO NOT NEED TO PURCHASE A DRINK TICKET. THESE ARE COMPLIMENTARY.)
- Walk-ins (Members and Non-Members) that have not registered online will be charged $80 (with entrée limited to standard vegetarian option).
For more information:
Contact: Raquel Altavilla
Registration will close on Monday, April 22.