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Section | Probate and Estate Planning

Brown Bag Luncheon Series


The Trustee’s Tale: What Corporate Fiduciaries Wish Drafting Attorneys Would Consider and Discuss with Their Clients

Speaker
Brett Mulberg | Vice President, SWS Estate Advisory Specialist, Wells Fargo Private Bank
Danielle R. Louton | Senior Vice President, and Senior Wealth Planning Strategist, Wells Fargo Private Bank
Elena V. Toulios | Senior Vice President, and Senior Estate Advisory Specialist, Wells Fargo Private Bank
Karen Sugihara | Senior Vice President, and Senior Regional Fiduciary Manager, Wells Fargo Private Bank

Estate planning attorneys focus on achieving their client’s goals and objectives while minimizing income and transfer taxes. Emphasis is often on the initial planning and drafting of the client’s estate planning documents and not the ultimate implementation and administration of the client’s overall wealth plan. Sometimes the best intended plan can go awry due to the failure to consider various issues. Our discussion will focus on issues corporate fiduciaries wish estate planning attorneys would consider in advising clients and in drafting their documents.


1.0 CLE | General


Brown Bag Lunch

06/19/2019 12:00 PM 06/19/2019 1:30 PM America/Los_Angeles Brown Bag Luncheon Series The Trustee’s Tale: What Corporate Fiduciaries Wish Drafting Attorneys Would Consider and Discuss with Their Clients Rafael Town Center Conference Room, 1050 Court Street, San Rafael, CA, 94901 Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

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Date and Location

Wednesday | June 19, 2019
12:00-1:30P

Rafael Town Center Conference Room
1050 Court Street
(cross street 5th Ave, near Magnolia Park Café)
San Rafael, CA 94901