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Bar Association of San Francisco Events Calendar

The Estate Planning, Probate and Trust Section of the Barristers Club presents
Secrets and Lies: Family Dynamics in Estate Planning

January 22, 2019: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, This is a brown bag luncheon.
Past Event:
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Speakers
Patricia de Fonte
Principal Attorney
De Fonte Law

Alice Shikina
Principal Mediator
Shikina Mediation and Arbitration

Summary
The panel will consider multiple hypotheticals which address the secrets families hold and the challenging dynamics of family relationships. At its heart, estate planning is about families, and attorneys should do more than simply address taxes and trustee powers. They must address ex-spouses, estranged children, beneficiaries with substance abuse issues, beneficiaries with financial challenges, mistrust among family members, long-standing feuds and more. The panel will consider these challenges, advise how to facilitate conversations around these issues, and identify strategies for addressing them in estate planning documents.

Topics
• Learn techniques used by mediators to facilitate emotionally difficult conversations
• Learn what provisions to include in your estate plan to address challenging family dynamics
• Learn how to bring value to your clients by being more than a document preparer



Section Chairs: Kelsey Quaranto, Quaranto Law & Richard Shu, Barulich Dugoni Law Group, Inc

Location

BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111
Directions

Schedule

MCLE Registration: 11:30 a.m. - 12:00 p.m.
Program: 12:00 - 1:15 p.m.

Cost

BASF Student MemberComplimentary
Section Member$30.00
BASF Member$40.00
Government$40.00
Nonprofit$40.00
Non-Member$55.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: B191255

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar
Fax or Mail your registration: Registration Form ( PDF)

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