WELCOME TO EAST BAY TRUSTS & ESTATES LAWYERS WEBSITE.


Registration is now OPEN 
Probate Boot Camp
Friday, October 3, 2014
Register below!

SAVE THE DATE:
Annual Lunch
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
Bonds

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 Probate Boot Camp
Registrant's Name & Firm Name
email address


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.  


EBTEL Membership
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Attorney
Name & Firm Name
email address