March 2025 Dinner Meeting

Date: Tuesday, March 18, 2025
Time: 5:30pm - 8:00pm
Location: Delta Hotels by Marriott - 2151 Laurelwood Rd, Santa Clara
Speaker: Planners Plan and Litigators Laugh: How will a court interpret your well-intended plan? - Erika Gasaway & Jennifer Scharre

Add to My Outlook Calendar

Add to My Google Calendar

Registered for this event? Login now to view additional event details.

Please join us!

Speakers will discuss the different types of power to act on behalf of an individual through estate planning documents as well as the complexities associated with amending such documents. Speakers will review different case law where courts have interpreted language in estate planning documents resulting in a range of results for beneficiaries with a focus on amending instruments and using trust assets to pay trustee’s attorneys’ fees. Speakers will provide participants practice tips throughout to avoid unintended results.

AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet 
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 -
Meeting Title TBD
8:00 - Concluding Remarks

REGISTRATION FEES (same fee for in-person or online attendance)
Premier Members - No Fee (included in annual dues)
Regular Members - $70
First Time Guests - $80
Return Guests - $100

QUESTIONS?
Contact Danielle@SCCEPC.org

Register Now

Login now to see a list of event attendees.

See Upcoming Event Calendar