SACRAMENTO ESTATE PLANNING COUNCIL

October Meeting
Estate Planning When the Testator (Client) Can’t

Speakers
Courtney Bravo, Esq.  - Brierton, Jones & Jones, LLP  & Alexandra Happersett, Attorney - Brierton, Jones & Jones, LLP

Summary
Substituted Judgment – what is it? Who needs it and when to consider it. 15400 / decanting don’ts. This meeting will provide an overview of estate planning procedures and considerations in California when the client is incapacitated, focusing on substituted judgment, conservatorship, and options for modifying or terminating trusts. Key topics include court processes, cost-benefit analysis, and practical strategies for fiduciaries and beneficiaries.

Agenda
Networking/Appetizers and Cocktails: 5:00 p.m.
Meeting/Announcements: 6:00 p.m.
Presentation: 6:15 p.m. - 7:15 p.m.

Menu
4-5 selected appetizers
Smoked Glazed Ham (carving station) - Pommes Puree, Seasonal Vegetables, Honey Mustard & Rolls

Cost to Attend
SEPC Member:  $100
Guest: $130
No refunds after October 23.

For More Information
Contact: Raquel Altavilla
Phone: 916.715.5939
Email: admin@sacepc.org

Please note there is 1 hour of MCLE credit pending. 

Nonmembers who wish to attend this program, contact Raquel Altavilla at admin@sacepc.org who can assist you with registering.

Registration closes on Friday, October 23.  No refunds after October 23.