Eleventh Annual Symposium

Thank you to our sponsor:

  Thank you to the following speakers for presenting at our Annual Symposium:



Gregory C. Abel, Esq., Partner, Whiting, Fallon, Ross & Abel, LLP, Walnut Creek, CA

Family Law Crossover Issues in Trust and Estate Administration and Litigation

This presentation discussed the impact of recent case law and legislation on premarital agreements, marital agreements, transmutations, fiduciary duties of spouses, and undue influence presumptions.






Anne Bruner Nash, Esq., Of Counsel, Roisman Henel + Adams LLP, Oakland, CA

The SECURE Act and The Stretch IRA

This presentation discussed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law on December 20, 2019 and in effect January 1, 2020 for post-2019 deaths, with emphasis on the replacement of the ability to stretch out mandatory withdrawals of an inherited IRA over the life of the beneficiary with a ten-year mandatory withdrawal period for all but “eligible designated beneficiaries.”


Mark J. LeHocky, Esq., ADR Services, Inc., San Francisco, CA

Strategy, Civility, Ethics and Sanity in an Uncivil Time

This presentation discussed how we behave (or don’t) as attorneys, the impact of our current political discourse, and practical strategies for everyone.  This presentation qualified for one (1) hour of MCLE in Legal Ethics.