The Trusts & Estates Section with the Solo and Small Firm Section
Presents
The Business of a Trust & Estates Practice - A Practical
Guide for Sole Practitioners and Small Firms
Friday, June 29, 2018
The State Bar of California
180 Howard Street, San Francisco, CA 94105
Program Materials
We have placed the program material online for you to peruse and/or print before the Conference. In the event that we receive supplemental progrma materials, we will post these materials to the website after the Conference. Thank you for taking part in our efferts to reduce our carbon footprint.
***Please Note: No printed Materials will be provided. No internet access will be provided. USB with materials will be provided on-site.
Click on links below to download:
Panel 1 - What is a Meme - Ethics Rules and Social Media.pdf
Panel 2 - Report from the Trenches - Practical Tips on Running a Success.pdf
Panel 3 - Estate Planning and New Technology.pdf
Panel 4 - The Business of Being an Employer...A Survival Guide for Solo .pdf
Panel 5 - An Estate Planners Penultimate Plan...Retirement.pdf
Points of view or opinions expressed in these pages are those of the speaker(s) and/or author(s). They have not been adopted or endorsed by the California Lawyers Association Board of Representatives and do not constitute the official position or policy of the California Lawyers Association. Nothing contained herein is intended to address any specific legal inquiry, nor is it a substitute for independent legal research to original sources or obtaining separate legal advice regarding specific legal situations.
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