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Brown Bag: Estate Planning/Administration

Brown Bag: Estate Planning/Administration

Speaker: Margaret M. Hand

July 12, 2017, 12:00 – 1:30 P.M.
Wendel, Rosen, Black & Dean LLP
1111 Broadway, 19th Floor, Oakland, CA

California law has long recognized a settlor’s right to restrict a beneficiary’s use of trust assets. Restraints on alienation, spendthrift clauses, shutdown clauses and wholly discretionary trusts are a few of the tools settlors may use when creating a trust for the benefit of someone likely to have creditor problems. Using colorful stories about deadbeat beneficiaries, Margaret M. Hand will discuss the use of these tools, describe those circumstances in which they work well and describe those circumstances in which they are of limited or no use.


If you are an EBTEL member send an email to with “July 12 Brown Bag RSVP” in the Subject line. Go to EBTEL’s website for other registration options.

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