WELCOME TO EAST BAY TRUSTS & ESTATES LAWYERS WEBSITE.
Registration is now OPEN
Probate Boot Camp
Friday, October 3, 2014
SAVE THE DATE:
Wednesday, November 12, 2014
Registration details to follow soon.
SEPTEMBER BROWN BAG MEETINGS
ESTATE PLANNING and ADMINISTRATION
Thank you to Justin Miller, a national wealth strategist with BNY Mellon Wealth Management, for discussing concrete methods to help your clients move beyond anxiety and confusion in regard to wealth transfer planning and take action - even in the current environment.
ELDER LAW, CONSERVATORSHIPS and GUARDIANSHIPS
Thank you to Berkeley Law Professor, Marjorie Shultz for discussing
the law of bio-medical ethics and issues about who is dead and who is alive.
Please see the September Newsletter for an updated schedule of meetings.
PROBATE BOOT CAMP
Co-Sponsored by Phillips Bonding Agency, Andrew de Vries, Broker,
and Daily Journal Corporation
This all-day workshop will focus on the basics of the administration of decedent’s estates. The program is intended for new practitioners and other attorneys seeking to expand their practices, as well as fiduciaries and paralegals new to probate. Extensive materials will be provided in electronic format, including sample forms and other reference materials. Judicial officers, leading practitioners and professionals in this field will cover a broad range of topics, with an orientation towards acquiring practical knowledge.
Speakers: Agnieszka Adams, Roisman Henel LLP /Tonya Peacock, Legal Advertising Manager, Daily Journal
Probate Alternatives and Initial Filing
Jayne Lee, Staff Attorney, Alameda County Probate Department
Proving Wills and Will Contests
Todd Christensen, Phillips Bonding Agency
Ann O’Hara, Law Office of Ann E. O’Hara
Heirs and Devisees: Cooperative and Competing, Managing Expectations
Ruben Sundeen, Sundeen Salinas & Pyle/Andrew de Vries, Broker
Assets, Inventory & Appraisals, Sale of Real Property
Scott Poling, Law Office of Scott E. Poling
Administration, Authority, Court Supervision, Notice of Proposed Action
Phillip Campbell, Campbell Law Offices
Duties and Ethics
Stacie Nelson, Holland & Knight
Creditor’s Claims: Notice, Timing, Paying, and Defending
Jon Vaught, Vaught & Boutris
Tax: Income, Gift, Estate, and Property
Honorable Sandra Bean, Alameda County Superior Court, Probate Department
Fees: Statutory and Extraordinary
Margaret Hand, Hand & Little PC
Accountings and Final Distribution
MCLE: 7 hours of credit, including 1/2 hour of legal ethics credit
When: Friday, October 3, 2014, 9:00 a.m. to 5:00 p.m. (½ hour lunch)
Where: Oakland Professional Development and Conference Center
Transpacific Centre, 1000 Broadway, Suite 109, Oakland
Program cost, including lunch:
Members: $375 / Non-members: $400 (includes EBTEL membership through 2014)
HURRY: Law students and attorneys admitted less than two years ago: $100
(limited to the first 10 to register)
Refund policy: A $50 fee will apply to refunds requested after 9/19/14
No refund after 9/26/14 (registration transferable to another person)
Registration: SPACE IS LIMITED AND THIS EVENT WILL SELL OUT. Send a check with completed REGISTRATION FORM or register now and use PayPal to guarantee your space.
2014 MEMBERSHIP REGISTRATION
It’s time to join EBTEL or renew your EBTEL membership for 2014!
Members can receive up to twenty free hours of MCLE credits at brown bag lunch gatherings for the annual fee of $60 – that’s a value of $3 per hour! Plus: listserve participation, quick and direct notification of news from local probate courts, and many more opportunities for learning and networking with your professional colleagues in the greater East Bay.
It’s simple: just mail the registration form and your check for $60/member payable to EBTEL to: EBTEL, P.O. Box 29321, Oakland, CA 94604-9321 or register below using PayPal.