SMBA Probate & Trust Section MCLE Lunch | Mind the Gap: Planning for Clients Who May Have Incapacity

MIND THE GAP: Planning For Clients Who May Have Incapacity

Join us in welcoming Ron Miller and Eric J. Harris for an important and informative presentation on Thursday, October 17, 2019.

Sponsored by:

About our Speakers:  

Ron Miller, Co-Managing Principal of Select Fiduciary Group, Inc.

Ron Miller has over 30 years of experience as a fiduciary, family advisor and business consultant developing solutions for families and family trusts around the world.  During his career, he has administered over 500 trusts and probate estates, with trust and mutual fund portfolios containing marketable securities, illiquid real estate holdings and closely held middle market family businesses totaling over $40 billion of assets.  Ron's experience includes serving as a corporate and private trustee, probate estate executor and administrator, conservator, and agent under a durable power of attorney for both finances and health care. 

Eric J. Harris, Esq. of The Law Offices of Hofer & Harris APC 

Attorney Eric J. Harris Board Certified in Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization.  Eric is a partner at The Law Offices of Hofer & Harris APC providing expert legal services in the areas of estate planning, estate and probate administration, incapacity planning and conservatorships plus wealth transfer planning. 

Event Schedule:

Please register through this website and SMBA email to assist with planning. Complete payment in advance through this online process (click Register button) credit cards or checks payable to SMBA will be accepted at the door.

Location & Parking:  Doubletree, Santa Monica.  Parking is not included in the registration fee;  Self-parking available for discounted rate;  Valet is extra;  Public Parking structure directly across 4th Street at Civic Center: $1 for first 1.5 hrs and $1 each additional hour.

Special thanks to our SMBA Probate & Trust Co-Chairs: 

Timur Berberoglu, Esq. & Karen Knutson, Esq.