SPENDTHRIFT TRUSTS, LIMITED PROTECTION FOR DEADBEAT BENEFICIARIES

Date: Wednesday, January 3, 2018
Time: 6:00pm - 8:30pm
Location: Santa Rosa Golf & Country Club - 333 Country Club Dr., Santa Rosa, CA
Speaker: Margaret Hand

PROGRAM

SPENDTHRIFT TRUSTS, LIMITED PROTECTION FOR DEADBEAT BENEFICIARIES

California law has long recognized a settlor’s right to restrict a beneficiary’s use of trust assets. Restraints on alienation, spendthrift clauses, shutdown clauses and wholly discretionary trusts are a few of the tools settlors may use when creating a trust for the benefit of someone likely to have creditor problems. Using colorful stories about deadbeat beneficiaries, Margaret M. Hand will discuss the use of these tools, describe those circumstances in which they work well and describe those circumstances in which they are of limited or no use.

MCLE Credit:

WINE SPONSORS

PFAC Sonoma County Chapter

 

MENU

FIRST COURSE

Classic Caesar Salad
Romaine Hearts, Focaccia Croutons, Parmesan Cheese

MAIN COURSE
(Choice of Three)

Roasted Chicken Breast
Sherry Cream, Toasted Almonds, Grapes, Herbed Cous-Cous, Seasonal Vegetables

Pork Tenderloin
Tarragon Mustard, Crème Fraiche Mashed Potatoes, Seasonal Vegetables

Grilled Vegetable Skewers
Chimichurri Sauce, Jasmine Rice

DESSERT COURSE

Lemon Tart
Seasonal Fresh Fruit, Chantilly Cream
Regular & Decaffeinated Coffee and Assorted Teas

 

 

 

***PLEASE USE THE RSVP BUTTON BELOW TO SIGN IN FOR BOTH***

CREDIT CARD (Please include CVV#) AND CHECK PAYMENT

COST IS $60.00 PER PERSON

 

 MAIL ANY CHECKS And MEAL SELECTION TO:

Redwood Empire Estate Planning Council

c/o Marilyn Topper Bookkeeping Service - Phone 544-5738

P.O. Box 3587, Santa Rosa, CA 95402-3587

  

 

If paying by check, amount enclosed $ ________________ for the following person(s)

1. _____________________________ (Pork Tenderloin) ___________ (Roasted Chicken Breast) ___________ (Grilled Vegetable Skewers)___________

2. _____________________________ (Pork Tenderloin) ___________ (Roasted Chicken Breast) ___________ (Grilled Vegetable Skewers)___________

 

Cut here and return the above with your check, AND ALSO PLEASE respond by E-mail through the RSVP button BELOW and select "Send by Mail" option.

 

Date/Time: Wednesday,  January 3, 2018,  6:00 PM

 

 

 

 

 

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