Trust And Estate Conference

Rabbi Zoë Klein
Temple Isaiah
2009 Trust and Estate Conference

November 20, 2009
Millennium Biltmore Hotel

Trust and Estate

For 35 years, USC Law's estate planning conference has provided California practitioners with high-quality continuing education, customized for trust and estate and probate planning professionals. Formerly known as the Probate and Trust Conference, the Conference has a proven track record of teaching practical and realistic solutions to typical problems professionals encounter in estate planning, trust administration, probate, trust and estate litigation, substantive law, client relationships and law practice economics. Speakers typically share "how to" techniques and forms used in their practices. Attendees are provided with practical syllabus materials in both print and CD formats, including an annually-updated Trust and Estates Directory. CE units for lawyers, accountants and financial planners, and legal specialization credits in Taxation Law and Estate Planning, Trust and Probate Law, are available. For a copy of the most recent Conference brochure, click here.

The 2009 Conference

• High-Quality Education; Practical and Realistic Solutions
  The Conference speakers are hand-picked to provide the latest must-know updates and solutions to your everyday (and unexpected) problems. The 2009 Conference will start with Professor John J. Barcal, Jeffrey A. Dennis-Strathmeyer and popular returning speaker David Lane, as they review critical recent California legislation and case law, and Federal tax law. Other topics include Threshold Post-Mortem Issues: Heggstad Petitions, Professional Practices and Asset Character, Intra-Family Loans and Sales - A Fresh Look, Malpractice Melee: Fending Off the Disgruntled and Disappointed, an Estate Planner's Field Guide, and Trust and Estate Administration in Today's Economy: Breathing Lessons when Assets are Under Water. Rabbi Zoë Klein will make a special luncheon presentation on Psychology and the Law: How to Deal with Family Crises.
• Networking with your Peers
  With over 350 registrants, the Conference allows professionals to learn from both the speakers and their professional colleagues attending the Conference. The Conference is specially crafted for attorneys, trust officers, accountants, financial institution executives, underwriters, insurance advisors, wealth management professionals, paralegals, fiduciary officers and other professionals in the trust and estate planning fields.
• Sponsorship Opportunities
  There are many opportunities to sponsor the 2009 Trust and Estate Conference, including our basic sponsorship option and sponsorship of meals, receptions, breaks and give away items. Let us tailor your sponsorship opportunity to best serve your needs. Click here for more information.