SEPC April Meeting

Date: Wednesday, April 24, 2019
Time: 5:00pm - 7:30pm
Location: Sutter Club
Speaker: Howard Sanger, Attorney – Sanger & Manes LLP

 

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

April Meeting

Sutter Club, California Room
1220 Ninth Street

Agenda:
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.

Cost:
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
Phone: 916.715.5939
Email: raltavilla@comcast.net

Registration will close on Monday, April 22.

 

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