Please see EBTEL’s April 2021 Newsletter for upcoming EBTEL events.
ESTATE PLANNING AND ADMINISTRATION
A DISCUSSION ABOUT PLANNED GIVING WITH THE EAST BAY COMMUNITY FOUNDATION
Thank you to Jeri Boomgaarden from the East Bay Community Foundation for discussing planned giving, including the mechanics and advantages of using donor-advised funds.
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ELDER LAW, CONSERVATORSHIPS AND GUARDIANSHIPS
Wednesday, April 21, 12:00 – 1:30 p.m. via Zoom Meeting.
THE ROLE AND ETHICAL DUTIES OF COURT APPOINTED COUNSEL IN PROBATE COURT
The court often appoints legal counsel to represent those with diminished capacity. Anne M. Rudolph, Esq. and Ralph E. Hughes, of Hughes & Pizzuto, APC, the authors of the 2019 California Trusts and Estates Quarterly article titled A Lawyer Is A Lawyer Is A Lawyer will discuss the ethical and professional duties of court-appointed counsel, the current statutory framework, the distinction between the role of the appointed attorney and the guardian ad litem and proposed legislation.
This meeting is eligible for specialization credit and qualifies for 1 hour of MCLE ETHICS credit.
RSVP REQUIRED BY 10AM April 19. Email to admin@EBTEL.org with “April 21 Meeting RSVP” in the Subject line and a Zoom code will be provided.
MORE UPCOMING EVENTS
| April 14 | Estate Planning and Administration |
| April 21 | Elder Law, Conservatorships and Guardianships |
| May 19 | Spring Symposium |
| June 9 | Estate Planning and Administration |
| June 16 | Litigation and Mediation |
| July 14 | Litigation and Mediation |
| July 21 | Elder Law, Conservatorships and Guardianships |
| August 11 | Litigation and Mediation |
| August 18 | Elder Law, Conservatorships and Guardianships |
| September TBD | Trust Administration Boot Camp |
| October 13 | Litigation and Mediation |
| October 20 | Elder Law, Conservatorships and Guardianships |
| November TBD | Annual Meeting |