TRUST ADMINISTRATION AND BANK INTERNAL POLICIES
Join the Redwood Empire Estate Planning Council and Friedemann Goldberg, LLP for a discussion regarding the interplay of trust administration and bank internal policies and procedures. Encountering unforeseen problems with banks can undermine established estate plans and trust documents including unexpected and inconsistent bank “policies”, “procedures,” and “rules” that can cause delays and expense for administrators and trustees.
A panel of established local trust and banking attorneys and fiduciaries will speak on identifying, examining and suggest solutions to a wide array of banking issues.
Thursday, May 17, 2012 @ 4 pm-6 pm
Mayacama Golf Club – $65 Admission, 2.0 Unites MCLE Credit