Getting Property to the Kids with Lower Property Taxes – Tricks & Traps of Prop 13
Date: Wednesday, July 26, 2017
Time: 11:30am Registration
11:45am to 1:15pm Presentation
Location: 2070 Pioneer Court, San Mateo CA
Trustees are under a magnifying glass to perform their duties using the highest standard of care. Both beneficiaries and judges watch your every move. Sometimes beneficiaries are not happy with the trust itself and sue to overturn it. Other times, beneficiaries are not happy with you and sue to have you removed from your position and pay them damages. The purpose of this seminar is to teach trustees, successor trustee and future successor trustees how to avoid the missteps that lead to being sued.
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