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DTSTART:20171025T003000Z
DTEND:20171025T030000Z
LOCATION:Double Tree Hotel, Mission Valley   7450 Hazard Center Drive
UID:1492020171025T003000ZOctober EPCSD Meeting: California’s Revocable Transfer on Death Deed; Simple Non-probate Transfer or Trap for the Unwary?  
DTSTAMP:20260313T105111Z
DESCRIPTION:\nThe Estate Planning Council of  San Diego Presents:  \nOctober EPCSD Meeting \n  \n"California's Revocable Transfer on Death Deed; Simple Non-probate Transfer or Trap for the Unwary?"\n \n \n \nDate: Tuesday, October 24th, 2017\n \nTime: 5:30 P.M. to 8 P.M.\n \nWhere: Double Tree Hotel, Mission Valley \n \n7450 Hazard Center Drive\n \nRoom: Brickstone\n \n \n \nSpeaker\n \nErin L. Prouty\n \nErin L. Prouty is a member (partner) of the Los Angeles law firm of\n 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. \n \nMs. Prouty has lectured extensively for professional and lay groups,\n 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.\n \nMs. Prouty is a graduate of the University of Southern California (B.A.\n 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.\n \n \n \nTopic\n \nCalifornia’s Revocable Transfer on Death Deed; Simple Non-probate Transfer or Trap for the Unwary?\n \nCalifornia’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.\n \n \n \n \n \nMeal\n \nThe Mission Buffet\n \nSpinach, Radicchio, Crouton Salad \n \nChives, and Goat Cheese with Maple Mustard Vinaigrette \n \nBaby Mixed Greens, Apples, Roasted Grapes, and Blue \n \nCheese Crumbles with Champagne Vinaigrette \n \nGarlic Thyme Fingerling Potatoes \n \nChef's Preparation of Seasonal Vegetables \n \nSeasonal Fish with Fennel, Olives ,and Sun Dried Tomato Tapenade \n \nSaffron Lemon Chicken with Charred Lemons and Shallots \n \nRaspberry Linzer with Linzer Cookie Dough and Raspberry Filling \n \n \n \nPlease RSVP by Thursday October 19th 2017\n \nIn order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.\n \n You do NOT need a PayPal account in order to pay via credit card through PayPal. \n \nIf you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.\n \n \n \n**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:\n \nJessica Vito Cruz\n \nP. O. Box 880536\n \nSan Diego, CA 92168\n \n \n \n \n \n \n
SUMMARY:October EPCSD Meeting: California’s Revocable Transfer on Death Deed; Simple Non-probate Transfer or Trap for the Unwary?   - Estate Planning Council of San Diego 
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