Twelfth Annual Symposium





Wednesday, May 19, 2021    |    Via Zoom Meeting    

 12:00 pm


Introductory Remarks

12:15 pm



Stacie Nelson, JD, Partner, Private Wealth Services Group, Holland & Knight, San Francisco, CA

Vivian Lee Thoreen, JD, Executive Partner, Private Wealth Services Dispute Resolution Team, Holland & Knight, Los Angeles, CA

Powers of Attorney – Myths, Management and Litigation

This presentation will address:

  • The scope of authority granted under financial powers of attorney
  • Statutory governance and schemes
  • Rights, duties, authority and obligations created under a POA and rights of third parties in reliance thereon
  • Strategies for drafting provisions to meet your clients’ specific needs and to avoid litigation and the dangers of these sweeping powers
  • Litigation and remedies to address breaches

1:30 pm






Megan Yip, JD, Principal, Megan Yip Law Office, San Francisco and Larkspur, CA

The Laws that Govern Digital Asset Inheritance

This presentation will address: 

  • What are digital assets and who has them?
  • Themes and trends in the policies that affect digital asset estate planning
  • The overlapping legal questions that one needs to understand to explain “who could legally access my email when I die?”
  • Using a multidisciplinary team to address digital asset inheritance planning
  • What is an NFT good for and are they going to be part of estate plans? 

2:45 pm


Break into Zoom Breakout Rooms for brief networking

3:00 pm


Lee Maranto, JD, Principal, Maranto Law, PC, Oakland, CA

Understanding Issues for Transgender, Intersex and Non-Binary Clients for Estate Planners and Probate Practitioners

This presentation is intended to cover basic knowledge and biological considerations that impact transgender, intersex and non-binary clients and issues that may come up in representing these clients in the estate planning or probate context.

 4:15 pm


  Closing Remarks


    3 hours of MCLE & Specialization Credit, Including 1 hour of Recognition & Elimination of Bias in the Legal Profession & Society

Mail the Symposium Registration Form with a check payable to EBTEL no later than May 10, 2021 to: EBTEL, P.O. Box 29321, Oakland, CA 94604-9321 or register now below.  To ensure you receive the Zoom Meeting ID and your unique password, please be sure to get your registration completed no later than May 10, 2021.  If you have questions, please email 


Symposium Registration
Registrant Name & State Bar #
Registrant Email