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Wills and Trust - The Basics with Genene N. Dunn

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Zov's Bistro & Bakery

17440 17th Street

Tustin, CA 92780

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At this event, Genene N. Dunn from HUNSBERGER DUNN LLP will help you better understand the basics of wills and trusts.

We have room for 40 guests so please register early.

Breakfast buffet and coffee service will begin at 8:30 am. Skip the line and arrive early. The workshop will begin at 9 am.

Agenda - Marcia Clark, CFA, MBA from Warren Street Wealth Advisors will provide an investment and market update with her perspective on the world from an investors viewpoint. She will then hand it over to Genene N. Dunn who will help attendees better understand the basics of wills & trusts. Other subjects to discuss and ask questions about include...

Estate Planning Basics, Probate Process, Trust Administration, Wills, Business Planning, Guardianships, Conservatorships and Trust Disputes


About the event hosts:

Genene Dunn, HUNSBERGER DUNN LLP

Genene Dunn began working in estate planning in 2008, starting as a legal assistant. After spending some time as a legal assistant, Genene became a law clerk and eventually an attorney in 2014. In 2016 Genene made partner, which is the position she currently holds today. As partner, Genene has expanded the practice from estate and business planning to include probate services for decedent’s estates, guardianships, and conservatorships as well as trust administration. Genene is married with two young children and devotes most of her free time to her family.

Marcia Clark, CFA, MBA, Warren Street Wealth Advisors

Marcia leverages decades of industry experience and her advanced academic background into the Investment Committee process and ultimately how Warren Street constructs and manages client portfolios. Marcia’s deep knowledge of the fixed income markets is a valuable asset to the firm.

Between 1984 and 2008 Marcia filled a variety of roles at PIMCO from fund administrator and performance analyst to senior vice president and account manager, while simultaneously managing teams of 5 to 15 associates. From 2008 to 2011 Marcia launched and managed the AllianzGI Academy, a professional development program for the AllianzGI client-facing staff located in the U.S., Europe, and Asia-Pacific regions.

Marcia earned the prestigious Chartered Financial Analyst(CFA) designation in 1999, and in 2001 was awarded a masters degree in business administration from the Anderson School of Management at UCLA.

She currently serves as the director of the Applied Fixed Income Securities Analysis Program at California State University, Fullerton. Prior to that, Marcia was the director of the Business Honors program and full-time lecturer in the Finance department at CSUF after a 27-year career with the investment firm PIMCO and its parent company Allianz Global Investors.


This event is sponsored by:

HUNSBERGER DUNN LLP

Warren Street Wealth Advisors, LLC

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Zov's Bistro & Bakery

17440 17th Street

Tustin, CA 92780

View Map

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