Once again the summit will offer great opportunities to expand your knowledge in various fields by hosting several expert speakers and a BONUS UnProgram. 

Topics Include:

• Trusts and Estates Update - Jennifer Scharre
• Segmenting Fiduciary Duties and Liabilities Between Directed Trustees and Trust Directors - Dennis Fordham
• Litigation of Spousal Fiduciary Duty Claims In The Post-Death Context - Jim Lamping
• CARE Overview and Implementation Status - Karen Linkins and John Freeman
• How to Reduce or Eliminate Medi-Cal’s Share of Cost - Josie Porras Corporon and Kevin Urbatsch
•  Senior Living Options for Vulnerable Californians through CALAim - Debra Draves and Heather Chubb
• Estate Planning Pitfalls to Avoid -A Litigators Perspective - David Parnall

BONUS UnProgram - Moderated Topics:

Kim McGhee: Supported Decision Making

Aaron Feldman: 3100 Petitions

Jasmine Gomez: Oops! Unexpected Issues in Estate and Trust Administration

Stuart Zimring: Balancing your Role as an Estate Planning Advisor against Clients' Creative Drafting Requests

Sponsorship Opportunities Available - Complete Form HERE