San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA 94403
Please join the Estate Planning & Probate Section on Thursday, February 21, 2019, at the Heckerling Continues (Despite Government Shutdown) event.
Despite Professor Donaldson’s prediction during the Q & A session at Heckerling that final 199A Regs. would be delayed due to the shutdown, final 199A Regs. were issued (but not discussed) the last day of the 53rd Annual Heckering Institute on Estate Planning. So, in addition to covering as much as possible from the Institute, the speakers will cover post-Heckerling developments including 199A Regs., time permitting.
Topics will include: Basis, Powers of Appointment, Engagement Letters, Foreign Property Ownership by U.S. Persons, Charitable Planning, Insurance Planning, IRA Trusts, Divorce planning (after TCJA alimony change), Fiduciary Selection, as well as numerous significant rulings from 2018. This will be a fast-paced presentation as the speakers will attempt to compress 30+ hours of learning into 1+ hour.
Special Note: This will be a joint event, hosted by both the Peninsula Estate Planning Council and the SMCBA’s Estate Planning & Probate Section.
Cost: Cost is $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for non section members. Cost includes lunch and 1 hour of MCLE credit.
Registration: Please login on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at email@example.com or fax (510) 588-4543. For questions about this event, please email firstname.lastname@example.org or fax (510) 588-4543.
If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403
From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.