RELEASE DATE: FEBRUARY 6, 2023
DURATION: 80 MINUTES
In this program, attorney Dan Loritz of Okun Loritz, LLP, builds upon the concepts covered in “Responding to California Levies” (Part 1) by addressing several additional levy types (Child Support Levies, Spousal Support Levies, and EDD Levies) and explains California’s new law, AB 176, which gives the California Franchise Tax Board new power to levy against deposit accounts for court-ordered debts and DMV fees. In addition, this program goes into detail about the automatic exemptions for deposit accounts. Designed to pick-up where Part 1 left off, “Responding to California Levies Part 2” presents critical information that your Credit Union won’t want to miss!
MEET THE PRESENTER
As Managing Partner of Okun Loritz LLP, attorney Dan Loritz assists the firm’s clients with bond/insurance claims, business and consumer deposit and lending documentation, contract review and negotiation, regulatory compliance, employment law and personnel issues, and privacy matters.
Dan is a frequent speaker at credit union industry events concerning legal and compliance topics and is the author of numerous publications. Prior to practicing law, Dan worked as a personal banking officer at a major California bank. He is a member of the State Bar of California and the Financial Institutions Committee of the State Bar of California.