Thursday, November 14, 2024 — MCLE Luncheon — Catherine M. Swafford, Ann Kinsey Schu, Sara A. Pike

We are very pleased to have as our November speakers, attorneys Catherine M. Swafford,  Ann Kinsey Schu, and Sara A. Pike, who will collectively present a program on “Recent Developments in Probate and Trust Law, and Estate Planning in 2025 (in light of planned and anticipated changes in pertinent Tax Laws).” 

This program is certain to be both interesting and informative for our members, given our speakers’  extensive experience with,  and knowledge of the subject matter of their presentation.   Additionally, two of our presenters are current members of our bar association, and the third a past member of our group, so it is especially gratifying to have them presenting this program to our association’s members. 

This program will provide 1.0 hr MCLE general participatory credit for attendees.

Zoom broadcast of this program will be available for those unable to attend in-person.
If attending by Zoom, you must register in advance through the following link:
Join the LJBA Presentation!

 

Some Information about our Speakers:

 

CatherineSwaffordCatherine M. Swafford
Catherine M. Swafford is a shareholder with the San Diego office of Greenberg Traurig LLP, where she practices in the firm’s Private Wealth Services Division, focusing on trust, estate, conservatorship, elder abuse, and fiduciary litigation and administration matters under the California Probate Code.  Ms. Swafford is knowledgeable about probate disputes involving foreign law issues and international beneficiaries, and represents clients in cross-border probate and succession matters.    

For additional information about Catherine (“Katie”) Swafford, please see the following link:
Catherine Swafford | Private Wealth Services Lawyer | Professionals | Greenberg Traurig LLP

 

 

AnnKinseySchuAnn Kinsey Schu
Ann Kinsey Schu is a Senior Associate trusts and estates attorney at the San Diego office of Withersworldwide, with the firm’s trust, estate and inheritance disputes team.  Ms. Schu’s practice focus is representation of families and their advisors, beneficiaries and heirs, the elderly and vulnerable, and trustees, executors and fiduciaries with regard to a wide range of trusts and estates matters.

 

For additional information about Ann (“Annie”) Kinsey Schu, please see the  following link:
https://www.withersworldwide.com/en-gb/people/ann-kinsey-schu

 

 

SaraAPikeSara A. Pike
Sara A. Pike is a Senior Associate trusts and estates attorney at Withersworldwide (San Diego office),  with the firm’s private client and tax team.  Ms. Pike’s practice focus is estate and tax planning and administration of estates and trusts; intra-family wealth transfers; estate and gift tax savings techniques; and charitable planning;  and the formation, organization, operation, and termination of private foundations and public charities. 

For additional information about Sara Pike, please see the following link:
Sara A. Pike | Private client and tax attorney | San Diego | Withersworldwide