ESTATE PLANNING & PROBATE LAW SECTION OF THE SAN BERNARDINO COUNTY BAR ASSOCIATION
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"
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 email@example.com
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.