Thursday, May 18, 2023
Hybrid Event

If you plan on attending this event in person:
Please arrive at Elks Lodge at 11:40am
229 W 20th Ave, San Mateo, CA 94403

Please join us in a conversation with Norm Hulberg, of Valbridge Property Advisors, and Martin Behn, of Hopkins & Carley, to discuss the Partition of Real Property Act, which came into effect January 1, 2023, and which replaces the Uniform Partition of Heirs Property Act, enacted just a year ago in 2022. Attorneys, CPAs, and Real Estate Professionals will learn how the Partition of Real Property Act and the Uniform Partition of Heirs Property Act operates, how it can impact interests in property owned in tenants in common, and the importance of having an estate plan including potentially tenants-in-common agreements, limited partnerships, and/or limited liability companies to deal with the management and control of real property interests. 

Speakers: Norm Hulberg is Director of the Santa Clara County Estate Planning Council. Last year, he spoke with that group about the 2022 Heirs Property Act. Norm is a national director of Valbridge Property Advisors, the nation’s largest independent appraisal firm. He is an MAI member of the Appraisal Institute. Valbridge has 80 offices across the nation; Norm controls the firm’s three Northern California offices. Norm’s offices alone prepare over 1,000 valuations each year for IRS purposes, with a specialty in appraising fractional interests. Norm has testified in Tax Court, both for and against the IRS. His education includes a BA in business, concentrated in real estate, and the MBA, both from San Jose State University.

Martin Behn is a Shareholder and Co-Chair of Hopkins & Carley’s Family Wealth & Tax Planning Practice in the Redwood City office. He represents clients in matters concerning: Estate planning; Trust administration; Probate and Trust litigation. Martin’s practice primarily focuses on estate planning with a multi-generational focus. Martin advises clients regarding sophisticated family wealth transfer and tax planning techniques, including Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRTs), sales to intentionally defective grantor trusts, gift trusts with intentionally defective grantor trust provisions, Irrevocable Life Insurance Trusts (ILITs), and Generation-Skipping transfer Trusts (GST / Heritage Trusts). 

Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section for the luncheon and $65 for non-members for the luncheon. Cost includes lunch and 1.0 hour MCLE for live event attendees. MCLE will be provided for the webinar participants.

Registration and Information: Please note that we have four registration options. Luncheon or Webinar, Member or Non-Member. Webinar registrants wishing to change to Luncheon attendance must contact the SMCBA offices at events@smcba.org prior to Monday, May 15, 2023.

Monday, May 15 is the deadline for requesting a refund.

For questions about this event, please email smcba@gryphonevents.com.

Directions: 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.

For in person cancellations, the cancellation must be received ONE WEEK BEFORE the event. If you do not cancel within one week prior to the event or do not show up to the event, you will be charged the full amount.

For zoom cancellations, must be received at least 48 hours prior to the event for a full refund of the registration fee for those who register via Zoom. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.