WELCOME TO EAST BAY TRUSTS & ESTATES LAWYERS WEBSITE.
Please see the September Newsletter for an updated schedule of meetings.
ESTATE PLANNING and ADMINISTRATION
Thank you to Michael Burnstein for providing a comprehensive explanation of the GST tax.
LITIGATION and MEDIATION
Thank you to Mike Low of Doyle Low LLP, David de Jesus of Reed Smith LLP, and Ciarán O'Sullivan of The Law Office of Ciarán O'Sullivan for discussing the steps involved in an appeal and the various appellate statutes involved in perfecting an appeal.
TRUST ADMINISTRATION BOOT CAMP - SOLD OUT!
This all-day workshop will focus on the basics of the administration of trusts. The program is intended for new practitioners and other attorneys seeking to expand their practices, as well as fiduciaries and paralegals new to trust administration. Extensive materials will be provided in electronic format, including sample forms and other reference materials. Leading practitioners and professionals in this field will cover a broad range of topics, with an orientation towards acquiring practical knowledge.
Jennifer Thaete, Law Office of Jennifer Thaete, PC, Livermore, CA
The Role of the Attorney/Initial Client Interview
Heather Hamilton, Fiduciary Accounting Services, LLC, Moraga, CA
Margaret Hand, Hartog, Baer & Hand, Orinda, CA
Jon Vaught, Vaught & Boutris, Oakland, CA
Income taxation of Trusts and Estates
Phillip Campbell, Campbell Green LLP, Oakland, CA
Trustee’s Duties, Co-Trustees, Rejection and Removal
Brooke Wilson, Wendel Rosen Black & Dean, LLP, Oakland, CA
Administration of Single-Person Trust and Overview of
Issues on the Death of First Spouse
Hon. Marshall Whitley (ret.), Director of LL.M. Tax and Estate Planning Programs, Golden Gate University School of Law, San Francisco, CA
Court Proceedings: Modification, Revocation, and Termination
MCLE: 7 hours of general credit
WHEN: Friday, September 30, 2016, 9:15 a.m. to 5:15 p.m.
8:30 a.m. to 9:00 - Registration and Continental Breakfast
12:15 p.m. to 12:45 p.m. – Hosted Lunch
WHERE: Oakland Professional Development and Conference Center
Transpacific Centre, 1000 Broadway, Suite 109, Oakland
A $50 materials fee will apply to refunds requested after 9/16/2016
No refund after 9/26/2016 (registration is transferable to another person)
2016 EBTEL MEMBERSHIP AVAILABLE NOW
It’s time to join EBTEL or renew your EBTEL membership for 2016. Members can receive up to 18 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: list-serve 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 attached registration form and your check for $60 per member payable to EBTEL to:
P.O. Box 29321
Oakland, CA 94604-9321
Or register now below using PayPal.