EP Section – Lunch With The Probate Court Staff – June 20th

San Mateo Elks Lodge
229 W. 20th Ave.
San Mateo, CA 94403

All are invited to lunch with Peter MacLaren, Research Attorney with the San Mateo County Superior Court, and the Probate Court staff on Thursday, June 20, 2019 at 12 noon. Pete will discuss the current topics of interest for the Probate Court and provide tips for working more effectively with the Probate Court Staff and the Court itself.

Registration and buffet service will begin at 11:30 a.m. Plan to arrive early.

Hawaiian shirt alert: Please also note that members are again encouraged (though of course not required) to wear their favorite Hawaiian shirt in honor of the occasion.

We are pleased to have the Professional Fiduciary Association of California for this luncheon seminar.

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. Cost includes lunch and 1 hour of MCLE credit.

Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com 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.

Directions: 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.

EP Section – Recent Developments in Estate and Gift Taxation – May 16th

Register for this event today!

San Mateo Elks Lodge
229 West 20th Avenue
San Mateo, California, 94403

Please join the Estate Planning & Probate Section on Thursday, May 16, 2019 for a presentation on Recent Developments in Estate and Gift Taxation with IRS Supervisor Attorney Kyle C. Martin.

Take this opportunity to hear the Internal Revenue Service’s Kyle Martin speak and get an inside look at what the local IRS office is looking for on estate and gift tax returns and for updates related to such tax returns. Mr. Martin is the Supervisory Estate Tax Attorney managing attorneys in Oakland and San Jose. He has been with the Service since 1989 and in his current position since March of 2006.

Speaker: Kyle C. Martin, Esq., Supervisory Attorney (Estate Tax), Internal Revenue Service

We welcome Seiler LLP as sponsor of this luncheon seminar.

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. 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 smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com 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.

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.

EP – New Attorneys Event: Court Updates with Peter MacLaren – May 9th

RSVP TODAY!

San Mateo County Superior Court
Judge Miram’s Courtroom – Dept 28
400 County Center
Redwood City, CA 94063

The New Attorneys Section of the SMCBA Estate Planning & Probate Section presents a luncheon with Court Research Attorney, Peter MacLaren. Peter is an experienced research attorney dealing with the numerous and interesting issues that are heard at the Probate Court. Peter will discuss topics of interest to attorneys new to the Probate Court process and provide tips for working effectively with the Probate Court Staff and the Court itself.

Please send any questions you might want answered ahead of time along with your RSVP.

Cost: The event is FREE to all new attorneys but must RVSP. Lunch and one hour of MCLE will be provided.

Registration: Click here to register online or RSVP by Tuesday May 7, 2019 to Sabrina M. Johnson at sabrinamjohnson.esq@gmail.com.

Space is limited. Please sign up early as this promises to be a well-attended event.

Lunch will be provided by the SMCBA Estate Planning and Probate Section. 

EP Section – Attacking and Defending Trusts in Divorce – Apr 18th

Register for this event today!

San Mateo Elks Lodge
229 W. 20th Ave.
San Mateo, CA 94403

Please join the Estate Planning & Probate Section on Thursday, April 18, 2019 for a presentation on Attacking and Defending Trusts in Divorce  by Justin Miller.

This program will provide practitioners with a clear understanding of a variety of trust planning strategies (such as QTIPs, CRUTs, QPRTs, ILITs and Section 682 Support Trusts), will address the issues that often arise with these types of trust structures during the marital dissolution process, and will analyze how certain trusts can be used as a creative solution for the settlement of difficult or unusual divorce cases. In addition, this program will address the common question that often is a key factor in any settlement discussion—”Will it be enough?”

Our speaker will be Justin T. Miller, J.D., LL.M., TEP, AEP, CFP.

Cost: Cost is $40 per person for members of the Estate Planning Section who inform us in advance that they will attend and $55 for non-section members.

One hour of General MCLE Credit will be provided for attendance.

Registration: Please login on the SMCBA website or click here to register for this event.
If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94060, Attn: Events.

*Please note what event you are paying for and the name of the attendee.

EP Section – Creditors’ Rights Against A Trust – Mar 21st

Register for this event today!

San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA  94403

Please join the Estate Planning & Probate Section on Thursday, March 21, 2019, at the Creditors’ Rights Against A Trust: Do I Really Have to Pay? event.

Edward Fluet and Philip Sousa, of Lakin Spears LLP, will provide an overview of the duties and responsibilities of a trustee concerning creditors’ claims against a trust.  The discussion will include an overview of the underlying statutory scheme, the applicable statute of limitations, the use of the optional trust claims procedure, relevant case law and best practices for planning, administration and litigation.   

We welcome Hagen Streiff Newton Oshiro as sponsor of this luncheon seminar.

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 log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com 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.

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.

EP Section – Heckerling Continues (Despite Government Shutdown) – Feb. 21st

Register for this event today!

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 1.5  hours of MCLE credit.

Registration: Please login on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com 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.

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.