Settlement Agreements – Difficult Issues in Trusts and Estates

Date: Tuesday, February 20, 2024
Time: 12:00pm - 1:00pm
Location: Luncheon at San Antonio Country Club
Speaker: Chris D. Jones of Sprouse Shrader Smith PLLC

"Settlement Agreements: Difficult Issues in Trusts & Estates"

Description & Objective:  An overview of drafting settlement agreements in trust & estate matters, with focus getting an effective release for the fiduciary.

  • Prerequisites:  None
  • Experience Level: Intermediate
  • Advanced Preparation: None
  • Teaching Method: Lecture

CE Submission:

  • CLE - 1 Hour Approved 
  • CFP - 1 Hour Approved
  • CPE - 1 Hour Approved
  • CTFA - 1.25 Hours Approved

Event Information:  Registration will open at 11:30am - Program will begin at 12:00pm.  NOTICE:  Please arrive early as the country club is under extensive renovations and parking spaces close to the front entrance may not be available.

Related Document(s):

See Upcoming Event Calendar