Events

Events

Please see the April Newsletter for upcoming events. 

Litigation and Mediation

Wednesday, April 12, 12:00 – 1:30 p.m. via Zoom webinar.

People v. Sanchez

Please join John Rueppel and Evan Winet as they discuss People v. Sanchez (2016) 63 Cal.4th 665. This case drastically changed the testimony and evidence that experts can give during trial. It presents unique issues in trust and estates litigation, where third-party evidence plays a huge role in the court’s determination. This CLE will review the legal issues, changes to the scope of expert testimony, and particular challenges facing trust and estates litigators in trial.

Mr. Rueppel is a partner at Johnston, Kinney & Zulaica LLP. Mr. Winet is a senior associate at Hartog, Baer, Zabronsky & Verriere.

RSVP REQUIRED BY 10AM April 10.  Email to admin@EBTEL.org with “April 12 Meeting RSVP” in the Subject line and a Zoom code and materials will be provided.

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Happy Hour Networking Event: April 13!

Please join your fellow EBTEL members for a Happy Hour Gathering! 

Date: Thursday, April 13, 2023 

Time: 5:00pm – 7:00pm 

Location: Mad Oak Bar ‘n’ Yard, 135 12th Street, Oakland, CA

Please join us at Mad Oak in Oakland for in-person networking and socializing with EBTEL members. We have reserved the rooftop at Mad Oak. EBTEL will be providing two drink tickets per person as well as light bites for those who RSVP.

RSVP REQUIRED BY 10AM April 7.  Email to admin@EBTEL.org with “April 13 Happy Hour RSVP” in the Subject line.

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Elder Law, Conservatorships & Guardianships

Wednesday, April 19, 12:00 – 1:30 p.m. via Zoom webinar.

Clinical Services for the Unique Needs of Older Adults – Partnering with Psychologists to Provide the Best Possible Services to Older Adults

The population that is 65 and over has grown by over a third in the past decade as life expectancy has increased. Psychologists and attorneys can expect to be working with many older patients and their families. This includes older adults who are struggling with mental health issues, as well as those facing the multiple challenges of aging, such as physical and mental decline and cognitive loss. As geriatric specialists we focus on estate planning, completion of advanced directives, assignment of health care agents, determination of undue influence, and evaluation of capacity. This workshop will provide information relevant to assessment of older patients and indications for specialty referral. We will also explore how geriatrics is a model of integrative care and how attorneys and psychologists can interface to provide the best possible care for our mutual clients. 

Learning Objectives: At the end of the session, participants will be able to:

  • Name three of the most common geriatric care needs. 
  • Describe at least two ways psychologists and attorneys can collaborate to provide geriatric services to patients and their families. 
  • Apply two key criteria for when to refer a patient for more in-depth assessment of geriatric neuropsychological disorders.

Dr. Melinda Ginne is a geropsychologist with a 40 year career specializing in geriatrics and the treatment of the psychological aspects of acute, chronic, and life-threatening medical illness. In addition to a twenty year career at Kaiser-Permanente, she has worked in numerous geriatric medical and mental health settings, such as Alameda Hospital, Herrick Hospital, and the Visiting Nurses. In private practice she continues to provide geriatric mental health services as well as neuropsychological capacity evaluations. She is one of the founding instructors in the Professional Program in Aging and Mental Health at UC Berkeley Extension where she was awarded honors for her contributions to aging. Dr. Ginne has taught a number of classes in aging as well as in the psychological aspects of medical illness.

RSVP REQUIRED BY 10AM April 17.  Email to admin@EBTEL.org with “April 19 Meeting RSVP” in the Subject line and a Zoom code and materials will be provided.

UPCOMING EVENTS

April 12 Litigation and Mediation Committee
April 13

Happy Hour Networking Event

Mad Oak, Oakland

April 19 Elder Law, Conservatorships and Guardianships
May 18

Spring Symposium

Preservation Park, Oakland

June 14 Estate Planning and Administration Committee
June 21 Litigation and Mediation Committee
July 12 Litigation and Mediation Committee
July 13

Happy Hour Networking Event

Rooftop, Walnut Creek

July 19 Elder Law, Conservatorships and Guardianships
August 9 Estate Planning and Administration Committee
August 16 Elder Law, Conservatorships and Guardianships
September 8

Litigation Boot Camp

CSUEB, Oakland

September 28

Happy Hour Networking Event

Cornerstone, Berkeley

October 11 Estate Planning and Administration Committee
October 18 Elder Law, Conservatorships and Guardianships
November 16

Annual Lunch

Waterfront Hotel, Oakland