Conservatorships Boot Camp
Friday, September 25, 2015

Registration Now Open!
See below to register now.


Annual Lunch

Friday, November 13, 2015

Registration details to follow soon.



Wednesday, September 9, 12:00 - 1:30 p.m. at Wendel, Rosen, Black & Dean LLP, 1111 Broadway, 19th Floor, Oakland.

Companion animals play a significant role in the life of many individuals. Often pets are treated as additional members of the family, and many clients wish to include provisions for the care of companion animals in their estate planning documents. This presentation by Veronica Cerruti, Manatt, Phelps & Phillips, LLP, will cover a variety of estate planning options for individuals to ensure the short-term care of such animals in the event of the individual’s incapacity and the long term care of companion animals in the event of the individual's death. She will discuss California's Pet Trust statute, Probate Code § 15212, in detail.

RSVP REQUIRED BY 10AM SEPTEMBER 7. Email to admin@EBTEL.org with “September 9 Brown Bag RSVP” in the Subject line.


Wednesday, September 16, 12:00 - 1:30 p.m. at Wendel, Rosen, Black & Dean LLP, 1111 Broadway, 19th Floor, Oakland.

Do you have senior clients who would like to remain living in their own homes but cannot safely do so without assistance from caregivers, doctors, nurses and/or social workers? Marvin Gibson from the Center for Elders Independence will be speaking about the PACE program. He will explain what PACE is, who is eligible and the services that your clients may be qualified to receive.

RSVP REQUIRED BY 10AM SEPTEMBER 14. Email to admin@EBTEL.org with “September 16 Brown Bag RSVP” in the Subject line.

Please see the September Newsletter for an updated schedule of meetings. 

Co-Sponsored by Phillips Bonding Agency

This all-day workshop will focus on the basics of probate conservatorships. The program is intended for new practitioners and other attorneys seeking to expand their practices, as well as fiduciaries and paralegals new to conservatorships. 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 Include:

Honorable Sandra Bean, Alameda County Superior Court, Probate Department

Probate Staff, Alameda County Superior Court, Probate Department

Margaret Hand, Hand & Little PC

Teresa Green, Campbell Green LLP

Brett Millar, Phillips Bonding Agency

Ann O’Hara, Law Office of Ann E. O’Hara

Srinoi Rousseau, Camp Rousseau Montgomery, LLP

Kathy Siegel, Alameda County Public Defender’s Office

Kirsten Voyles, Legal Assistance for Seniors

MCLE: 7 hours of credit, including 1/2 hour of legal ethics credit

When: Friday, September 25, 2015, 9:00 a.m. to 5:00 p.m. (½ hour lunch break)
Where: Oakland Professional Development and Conference Center
Transpacific Centre, 1000 Broadway, Suite 109, Oakland

Program cost, including lunch:

Before 9/15/15: Members: $325 / Non-members: $350

After 9/15/15: Members: $375 / Non-members: $400

Refund policy: A $50 fee will apply to refunds requested before 9/20/15
No refund after 9/20/15 (registration transferable to another person)

Registration: SPACE IS LIMITED AND THIS EVENT WILL SELL OUT. Send a check with completed registration form or register online now and use PayPal to guarantee your space.

2015 Conservatorship Boot Camp
Registrant's Name & Firm Name
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It’s time to join EBTEL or renew your EBTEL membership for 2015!

Members can receive up to eighteen 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.  

EBTEL Membership
Name & Firm Name
email address