March 2019 Dinner Meeting

Date: Monday, March 18, 2019
Time: 5:30pm - 8:00pm
Location: Mariani’s Restaurant - 2500 El Camino Real | Santa Clara, CA 95051
Speaker: Richard H. Lambie and Dan Berris JD

5:30 pm – Reception & Networking (cash bar)
6:00 pm – Dinner & Program

Deceit, Deception and Discovery: Enforcing the Wishes of the Trustor
Presented by: Richard H. Lambie and Dan Berris JD

This program will take a deep dive into a complex case in which the wishes of the decedent were ultimately carried out after having to replace the initial named Trustees, marshal some complex assets, manage a staffing agency with over 150 employees and deal with friction between the beneficiaries and the executives at the company. Dealing with the boat, car, business and house needed special skills.

This program offers one-hour of CLE and CFP credit pending approvals.

Premier Members - No Fee
(included in membership dues)
Regular Members - $45.00
Guests - $60.00

$5 late fee applies after March 10th.

Register online or contact Council Executive, Stacie Sarasio @
402-991-3122 or

Related Document(s):

See Upcoming Event Calendar