October EPCSD Meeting: California’s Revocable Transfer on Death Deed; Simple Non-probate Transfer or Trap for the Unwary?

Date: Tuesday, October 24, 2017
Time: 5:30pm - 8:00pm
Location: Double Tree Hotel, Mission Valley 7450 Hazard Center Drive
Speaker: Erin L. Prouty

The Estate Planning Council of  San Diego Presents: 

October EPCSD Meeting
 
"California's Revocable Transfer on Death Deed; Simple Non-probate Transfer or Trap for the Unwary?"

 

Date: Tuesday, October 24th, 2017

Time: 5:30 P.M. to 8 P.M.

Where: Double Tree Hotel, Mission Valley 

7450 Hazard Center Drive

Room: Brickstone

 

Speaker

Erin L. Prouty

Erin L. Prouty is a member (partner) of the Los Angeles law firm of
Hoffman, Sabban & Watenmaker, located in Westwood. Ms. Prouty concentrates her practice in the areas of estate planning, probate, trust administration, probate litigation, and related income tax and estate tax matters. She is certified by the State Bar of California, Board of Legal Specialization, as a Specialist in Estate Planning, Trust and Probate Law, and she is a Fellow of the American College of Trust and Estate Counsel\ (ACTEC). Ms. Prouty is a former member of the Executive Committee of the Trusts and Estates Section of the State Bar of California, and of the Executive Committee of the Trusts and Estates Section of the Beverly Hills Bar Association. 

Ms. Prouty has lectured extensively for professional and lay groups,
including the USC Probate & Trust Conference, the UCLA/CEB Annual Estate Planning Institute, the American College of Trust and Estate Counsel (ACTEC), several local bar associations and estate planning councils, UCLA’s Anderson School of Business, Pepperdine University, and the Jewish Community Foundation.

Ms. Prouty is a graduate of the University of Southern California (B.A.
1980), where she was a member of the women’s national championship volleyball team; she received her law degree from the University of San Diego (J.D. 1985), and a Master of Laws degree (LL.M.) in Taxation from Boston University (1986), where she served as an editor of the Boston University Journal of Tax Law. Ms. Prouty served as Chairman of the Board for the Brentwood-Westwood Symphony for several years, and she is currently a flute and piccolo player in the Los Angeles Lawyer’s Philharmonic.

 

Topic

California’s Revocable Transfer on Death Deed; Simple Non-probate Transfer or Trap for the Unwary?

California’s new Revocable Transfer on Death Deed seems like a simple method of transferring real estate upon one’s death; the convenience of right of survivorship with unobstructed rights to revoke the deed without the beneficiary’s consent.  People with smaller estates might use this deed to transfer their homes and avoid probate.  However, a beneficiary might be worse off having received property under this type of deed, due to severe and surprising rights afforded the decedent’s pesonal representative and creditors.  This presentation will educate you on the pitfalls associated with this type of transfer, which you should be aware of in order to properly advise clients.

 

 

Meal

The Mission Buffet

Spinach, Radicchio, Crouton Salad 

Chives, and Goat Cheese with Maple Mustard Vinaigrette 

Baby Mixed Greens, Apples, Roasted Grapes, and Blue 

Cheese Crumbles with Champagne Vinaigrette 

Garlic Thyme Fingerling Potatoes 

Chef's Preparation of Seasonal Vegetables 

Seasonal Fish with Fennel, Olives ,and Sun Dried Tomato Tapenade 

Saffron Lemon Chicken with Charred Lemons and Shallots 

Raspberry Linzer with Linzer Cookie Dough and Raspberry Filling 

 

Please RSVP by Thursday October 19th 2017

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.

 

**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:

Jessica Vito Cruz

P. O. Box 880536

San Diego, CA 92168

 

 

 

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