Wine Not? Calfornia's New Decanting Act
This course will cover the following: 1) brief explanation of the history of California decanting; 2) general description of decanting; 3) how to decant under the new legislation; 4) what trusts can be decanted; 5) decanting under expanded distributive discretion; 6) decanting under limited distributive discretion; and 7) decanting limitations, -- as well as other
aspects of the new law, including potential litigation aspects.
Meet Our Speakers:
Jenny Hill Bratt, Esq.
Catherine M. Swafford, Esq.
Jenny Bratt, a partner based in the firm’s Rancho Santa Fe, California office, focuses on US and international estate and income tax planning, trusts and estates administration, family and closely held business planning and charitable planning and exempt organizations. She serves on the Executive Committee of the Trusts and Estates Section of the California Lawyers Association, and was involved in the passing of the act. Catherine Swafford, an associate based in the firm’s San Diego, California office, practices exclusively in trust, estate, and fiduciary litigation.
Dinner Meeting Sponsor