Kristi Dean Presents Dropping the Ball to PBA’s Probate & Trust Law Section

Kristi Dean, Managing Partner, is gearing up to provide a special Continuing Legal Education (CLE) Course to the Pasadena Bar Association. The presentation of Dropping the Ball: Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Residences, will take place on Monday, March 12 from 12:00-1:30PM at the University Club of Pasadena.

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PRESENTATION

Dropping The Ball: Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Residences

With the many nuances of estate planning, real estate transfer and insurance law coverage, protecting clients from gaps in insurance coverage can be tricky. A simple transfer of title from individuals to a trust can potentially defeat insurance coverage. The situation can be further complicated by the death of the individual which triggers changes from a living trust to an irrevocable trust.

The speakers will address the insurance coverage issues that professionals should understand when helping clients protect their real estate from liability and damage. Case studies will be presented and the types of coverages afforded to each type of property will be highlighted. This will cover homeowners as well as umbrella policies for owner-occupied as well as investment residential properties.

Event space is limited and reservations must be completed by this Friday, March 9. The course will provide one (1) hour of CLE Credit as well as one (1) hour of Legal Specialization Credit in Estate Planning, Trust, and Probate Law.

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SPEAKERS

Kristi has dedicated her legal career to representing the LA-area insurance industry. She’s spent over 30 years handling disputes from every perspective: from insurance brokers to policyholders. Kristi is also approved by the California Department of Insurance to provide Continuing Education courses to brokers and agents, and she’s regularly invited to speak to insurance trade associations.

Kristi will be presenting alongside Lupe Erwin, Executive Vice President of Wood, Gutmann, and Bogart Insurance Services, who has been helping families protect their assets for over 20 years. Ms. Erwin specializes in risk mitigation for complicated residential construction, art collections, staff employment practices, and more. Lupe also lectures to students at the University of California, Irvine, where she is a member of the school advisory board for the Center for Investment and Wealth Management.

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ADDITIONAL INFORMATION

DATE:   Monday, March 12, 2018

TIME: 12:00 o’clock noon (until approximately 1:30 p.m.)

PLACE: University Club of Pasadena, 175 North Oakland Avenue, Pasadena, CA 91101;
Telephone – 626-793-5157; www.universityclubpasadena.com

COST:  $40.00 for everyone (Cash in U.S. currency or checks payable to the ‘Pasadena Bar Association’  and payable at the door. NO credit card payments accepted).

CONTINUING LEGAL EDUCATION CREDIT:  One (1) hour

LEGAL SPECIALIZATION CREDIT: 1 hour in Estate Planning, Trust & Probate Law

Reservations are required and must be made NO LATER THAN 12 o’clock noon  on Friday, March 9, 2018