Spring Symposium

Spring Symposium

Ninth Annual Spring Symposium

Preservation Park  |  Niles Room  |  668 13th Street, Oakland  |  Wednesday, May 2, 2018

Sponsored By:



12:00 p.m.


Sign In and Boxed Lunches

1:00 p.m.


Justin T. Miller, National Wealth Strategist, BNY Mellon Wealth Management, San Francisco, CA

Planning After Tax Reform: The Good, the Bad and the Ugly

In December 2017, we witnessed the most significant tax reform in more than 30 years. In the midst of these sweeping legislative changes, there is an increased need for careful planning, guidance and flexibility. This program will highlight the key aspects of the final bill and will discuss the challenges and opportunities that the new tax rules present.


2:00 p.m.





Richard P. Carlton, MPH

Frazzled or Focused: Successfully Managing Threats to Competent Legal Practice, Including Stress and Substance Abuse

This program qualifies for the competence issues requirement for California MCLE.  Mr. Carlon was the Acting Director of the Lawyer Assistance Program for the California State Bar.


3:00 p.m.



3:30 p.m.

Tony Chicotel, Staff Attorney, California Advocates for Nursing Home Reform (CANHR), San Francisco, CA

Common Myths and Battles That Long Term Care Consumers Face

It is becoming more common for people to have a spouse, parent or other loved one residing in an assisting living facility.  Many long term care consumers do not understand their legal rights.  This program will address the common myths of long term care, how to battle for better care and what to do when faced with an eviction.


3 hours of MCLE and Specialization Credit Approved, Including 1 Hour of Competence Issues

Register below or complete the registration form and mail it with your check payable to EBTEL

no later than April 27, 2018 to: EBTEL, P.O. Box 29321, Oakland, CA 94604-9321

Prices increase by $10 for registrations received after April 27, 2018.  Walk up registration subject to availability.


Symposium Registration
Registrant Name(s) & Firm Name