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50th Annual Trust and Estate Conference

JAMS-SPONSORED EVENT

50th Annual Trust and Estate Conference

Presented by USC Gould School of Law

Start Date

End Date

Location

Westin Bonaventure Hotel
404 S. Figueroa Street
Los Angeles, CA 90071

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CLE Conference Credit: CLE Credit Offered

Join JAMS neutral Hon. Reva Goetz (Ret.) at USC's Gould's 50th Annual Trust and Estate Conference. This conference has a long-standing history of providing practical solutions in estate planning, probate, and trust administration, attracting over 300 in-person attendees and more than 200 virtual participants. It is tailored for professionals in trust, estate planning, probate, and elder law, including attorneys, paralegals, trust officers, and financial advisors. The registration includes access to all sessions, meals, networking opportunities, continuing education credits, and conference materials.

Featured JAMS Panel

Wisdom for the Aged: Smart Estate Planning for Elder Clients | 10:20 AM PST  - 11:20 AM PST

The panel will discuss estate planning issues that arise with elder clients such as characterization of property used to fund trusts, issues related to determination of competency, what constitutes isolation, selection of successor Trustee(s) and the potential for conflict if they are also a beneficiary, and the definition and application of the HEMS standard

Panelists:

    • Sasha M. Bass, Esq, Loeb & Loeb LLP
    • Hon. Reva Goetz (Ret.), JAMS
    • Alexandra A. Letzel, Loeb & Loeb LLP
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