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Estate Planning/Probate/Elder Law Section Meeting: It All Adds Up!

  • 09 Jun 2022
  • 12:00 PM - 1:00 PM
  • Virtual Event via Zoom
  • 33

Registration


Registration is closed

It All Adds Up!

Presented By: Christina Yee, Esq. and Teri Sarmiento, Paralegal

It All Adds Up! When your client needs to submit an accounting pursuant to P. C. 2620, the Court requirements, and generally accepted practices that aren't always black and white.

Presenters Biographies

Ms. Yee is an associate with the firm of Law & Stein, LLP, focusing on breaches of fiduciary obligations, trust accountings, will contests, and trust contests. Ms. Sarmiento, who was initially employed in the Probate Dept. of O. C. Superior Court, and has been employed for the past 20 years, formerly as in-house paralegal and now on a contract basis.

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

$10.00 for OCPA Members only.

$20.00 for Non-Members

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*AS PER OCPA POLICY, PLEASE PAY VIA PAYPAL, DEBIT, OR CREDIT CARD ON THE WEBSITE.  CHECKS OR CASH ARE NO LONGER ACCEPTABLE METHODS OF PAYMENT*

Note that no refunds will be issued.  Credit for a future meeting will be available in your OCPA account if cancellation is received no less than 48 hours prior to the event. 




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