ESTATE PLANNING & PROBATE LAW SECTION OF THE SAN BERNARDINO COUNTY BAR ASSOCIATION

  About the SBCBA Probate Law Section...    Section Chairs:    Karin Horspool, Mitchell Roth, Layne Bartholomew   Meeting schedule:   4th Wednesday of each month, 12 noon to 1:30p   Location:    San Bernardino Justice Center, Room 140   Cost:    Free to SBCBA members and Court Staff.   Brown-Bag: Bring your own lunch. (Please keep your area clean!)

About the SBCBA Probate Law Section...

Section Chairs:   Karin Horspool, Mitchell Roth, Layne Bartholomew

Meeting schedule:  4th Wednesday of each month, 12 noon to 1:30p

Location:   San Bernardino Justice Center, Room 140

Cost:   Free to SBCBA members and Court Staff.

Brown-Bag: Bring your own lunch. (Please keep your area clean!)

NEXT SBCBA Probate Law Section Meeting:

Wednesday, May 23, 2018  - 12:00 noon to 1:30p
San Bernardino Justice Center - Room 140

"Banking Issues With Fiduciary Accounts"

Speakers:

Katherine R. Meredith, 1st VP/Specialty Deposits & Fiduciary Banking Manager with Pacific Premier Bank; and

Maximo A. Damm, Regional Director for Promontory Interfinancial Network in Arlington, Virginia.  The topic will cover issues with court ordered blocked accounts in Probate, Trust, Conservatorship and Guardianship matters, CDARS (Certificate of Deposit Account Registry Service), and other issues that arise in the banking world with fiduciary accounts.  
RSVP:    Call 909.885.1986 or email us at  rsvp@sbcba.org
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San Bernardino County Bar Association, a California  State Bar-approved MCLE provider, certifies that this activity is approved for 1-hour of MCLE general credit by the California State Bar.

1 hour of Specialization Credit for Estate Planning, Trust & Probate Law will also apply.
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CLICK here for details on the 2018 Probate Practice Bench-Bar Symposium. The theme will be "Trust Administration." 
Attorney Paul Shimoff will be our keynote speaker
.