Tips for Preventing Conflict in Personal Property Distributions

Date: 8/30/23

Time:  Noon via Zoom

Speakers: Jennifer Dean , Esq..

The problem with administering tangible personal property is that it's personal. Beneficiaries can become attached to items that are monetarily insignificant, but which can gain significance because of beneficiaries' associations with memories and experiences, leading to the potential for disputes.  Practitioners have the important job of guiding clients during lifetime to help avoid or eliminate the possibility of these later disputes after passing, but we don't always get the opportunity to do so. This presentation will cover tips for planning for tangible personal property during lifetime, and strategies for distributing property equitably to avoid disputes after death.

After obtaining her B.A. degree in History, working in a family law firm in Santa Barbara, and obtaining a paralegal certificate through UC Santa Barbara, Jennifer Dean fell in love with the estate planning field.  She obtained her law degree from California Western School of Law in 2016 and is now the managing attorney for Shoup Legal PC.  She has been working as a Trust and Estates Content Attorney with CEB since 2022.

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 May 30 in order to receive written material.

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

Cost is $25 for PCBA PEP section members and $35 for PCBA non-section members or non PCBA members. Space is limited so be sure to sign-up early.