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March 5th: Courtroom Seminar -Trust Modification and Reformation: The How To and How Not To
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3/5/2020
When: March 5, 2020
12:00 - 1:00pm
Where: Santa Clara County Superior Court, Department 13
191 North First Street
San Jose, California  95113
United States
Presenter: Darin Donovan
Contact: Wendy Ikebe


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Title: Trust Modification and Reformation: The How To and How Not To

THIS EVENT IS NOW SOLD OUT!

Changes to the estate and gift tax statutes over the years can frustrate even the best tax planning, disappoint the expectations of beneficiaries and create risk management issues for attorneys. Learn about how to use the various tools available to modify and reform otherwise irrevocable trusts to ensure that they remain consistent with optimal tax and estate planning.

General MCLE Credit for General Substantive Law: 1 Unit
Specialization MCLE Credit for Estate Planning: 1 Unit

Be sure to renew your membership prior to attending any event to receive the member discount.

Cost: If paying by check, please bring payment with you to the event.
$ 30 - SVBA Members
$ 50 - Non-Members
$ 10 surcharge for registrations on the day of the event
We cannot offer refunds after February 27, 2020.

ABOUT THE PRESENTER

Darin Donovan: Darin is a member of Hopkins & Carley’s Family Wealth & Tax Planning Practice. He practices in all areas of estate planning and wealth management. His clients include high net worth individuals and families, small business owners, private foundations and charitable non-profits, and executives and venture capitalists in the tech sector. Darin is also a Family Wealth Management Adjunct Professor at the Santa Clara University School of Law.

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