Trustees Can't Risk Ignoring the Prudent Investor Act

  • Monday, June 28, 2021
  • 12:00 PM - 1:00 PM
  • Zoom Video Conference
  • 50

Registration

  • For all PCBA Members who are not Probate Section members and all non-PCBA Members
  • For all active PCBA Probate Section members

Registration is closed

Trustees Can't Risk Ignoring the Prudent Investor Act

Date:  6/28/21

Time:  Noon via Zoom

Speakers:  Edward Goodson and Liz Seitz

Many California Trustees fail to comply with the Prudent Investor Act  because their attorneys fail to inform them of the Act's requirements.   Please join Edward Goodson, Certified Specialist in Estate Planning, Trust, and Probate Law since 2008 , and Liz Seitz,  Partners at Trust & Probate Law Group for a look at the Prudent Investor Act  and the danger of non compliance of its requirements.  They will show a Trustee's obligations and how to avoid potential liability for both trustees and their attorneys. 

Having a combined experience practicing in the area of trusts and estate for over 19 years, Mr. Goodson and Ms. Seitz represent clients in probate courts in twenty-two California counties.  With expensive experience in trust administration, they are sure to bring a practical look at the Prudent Investor Act  and provide methods to guide Trustees in complying with the Act.

This lunch will be held via Zoom Video Conference. Registered attendees will be provided with a link to Zoom registration once you have registered for this event and paid your fee online.  You must register on Zoom in order to receive the encrypted link for joining this secured web conference.  The link for registering will be found on your PCBA registration email.  Please be sure to register on Zoom no later than June 27 in order to receive written material.

This video conference will provide one hour MCLE credit or one hour specialty credit.

Cost is $15 for PCBA Probate Section members and $25 for PCBA non-section members or non PCBA members. Space is limited so be sure to sign-up early. 

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