Section Meeting - Estate Planning/Probate/Elder Law

  • 25 Oct 2018
  • 6:00 PM - 7:00 PM (PDT)
  • Veritext - 611 Anton Blvd., 5th Floor, Costa Mesa, CA 92626
  • 0

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The Nuts and Bolts of Estate and Trust Administration For Paralegals, From Death to Close


Presented by: Michael Shaff, Esq.

Speaker Bios: Michael Shaff specializes in all aspects of federal income taxation. Mr. Shaff is co-author of the "Real Estate Investment Trusts Handbook" published by WestGroup. Mr. Shaff practiced tax law for five years in New York City and for three years in another California law firm before founding the firm with Mr. Falk. Mr. Shaff also served as a trial attorney with the office of the Chief Counsel of the Internal Revenue Service for three years. Mr. Shaff is certified by the Board of Legal Specialization of the State Bar of California as a specialist in tax law. He is a member of the State Bar of California (Trusts and Estates Section), and the Massachusetts and New York bars. Mr. Shaff is the past chair of the Tax Section of the Orange County Bar Association.


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Location: Veritext - 611 Anton Blvd., 5th Floor, Costa Mesa, CA 92626

Parking: Validation. 

Refreshments and snacks will be provided courtesy of OCPA.

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OCPA is a State Bar of California Approved MCLE provider and certifies that this seminar qualifies for MCLE CREDIT 1.0.

Event Fee: $10.00 for OCPA members, $20.00 for non-members and $20.00 for all walk-ins who have not pre-registered online (both members and non-members) IF SPACE IS AVAILABLE. Walk-ins are on a first come first serve basis.

PLEASE NOTE: Effective January 1, 2016, OCPA will no longer accept checks as a form of payment for event registration. Please log in to your OCPA account to submit electronic payment via credit card, debit card or PayPal.   

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*Space is limited for all OCPA events, so please submit your reservation via this website event. Walk-ins are welcome on a first come first serve basis if space is available.

*Cancellation Policy - If you need to cancel your reservation, please e-mail Estate Planning/Probate/Elder Law Section Chair Robert Wenzel (rgwenzel1@gmail.com). No refunds will be issued. Credit for a future meeting will be held in your OCPA account which may be applied to future meetings if your cancellation is received no less than 48 hours prior to the event.

Please note: Credit will not be issued to passport holders. 

Questions? Please contact the Estate Planning/Probate/Elder Law Section Chair Robert Wenzel (rgwenzel1@gmail.com). If you have a topic or speaker you would like to hear at an upcoming section meeting, please let us know.

OCPA MEMBERS EARN REWARDS FOR ATTENDING OCPA MEETINGS! Each member will receive a Membership Rewards card at general meetings and section meetings. Save this card and bring it with you to each meeting to receive your stamp. For more information click here.

 

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