Jacqueline D. Yu, a member of the Tax and Wealth Planning Group of Valensi Rose, PLC, will speak on “Reopening Estates - When, How and Why,” at a National Business Institute conference to be held June 19-20 at the Courtyard Hotel in Sherman Oaks, California.

The two-day conference on probate law and practice is intended for attorneys, accountants, enrolled agents, certified financial planners and trust officers, administrators and managers.

Some of the reasons that may require reopening an estate include the discovery of a previously unknown asset or debt; learning of a new, more recent version of the decedent’s will, or of an heir whose existence had not previously been known; or discovery of fraud, theft or other problems with the administration of the estate.

Joining Ms. Yu in the panel discussion will be Joshua Driskell, a partner with Primuth & Driskell, LLP, who practices in the areas of taxation, estate planning, probate and business law.

Jacqueline, who has a background in both law and accounting, draws upon her broad-based experience in trusts and estates, tax, and business law to advise clients on estate planning, business succession, tax mitigation, trust and probate administration, and probate litigation.