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BEGIN:VEVENT
DTSTART:20240425T144500Z
DTEND:20240425T160000Z
LOCATION:HARIK THOMPSON, CPAs
UID:2588220240425T144500ZSuccession Planning for Trusts and Estates Practitioners - Focus Group
DTSTAMP:20260420T061555Z
DESCRIPTION:\nDiscussion will include the following aspects of succession planning:\n Ethical aspects of succession planning When succession planning is needed Default system if the practitioner has not planned ahead What can be done to avoid the default rules Sale of a professional services practice Resources available on the California Bar website \n \n \nLook Who is Coming!\n \nBob Abelson \nCarmen Alberio \nNadia Antii \nAllen Bond \nLinda Dorfmont \nSamuel Ford \nGaree Gasperian \nMichael Goergen \nMary Hanson \nEric Harris \nMickey Knickerbocker \nKelly McCord Moore \nShawn Nejad \nMichael Ozawa \nRhonica Petty \nLaura Thatcher \nMark Tsujimoto \nSandy VandenBerge \n  \n  \nZoomers  \nPhillip Cook \nKristen Damon \nMaureen Dearden \nScott Magee \nMasumi Patel
SUMMARY:Succession Planning for Trusts and Estates Practitioners - Focus Group - South Bay Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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