Estate Planning and Probate Section- Irrevocable Life Insurance Trusts (ILIT)- February 9

Thursday, February 9, 2023
Via Zoom at 12:00pm

This presentation will provide an overview of the Irrevocable Life Insurance Trust (ILIT) formation and funding process from start to finish. The presenters will begin by discussing what an ILIT is, as well as reasons to propose the estate planning tool of an ILIT to your clients. After discussing the basics of ILITs, the presenters will discuss considerations that you, as the planner, should reflect upon while drafting the ILIT. This will include tailoring the ILIT to your clients’ specific wants and needs. Lastly, the presenters will provide guidance in preparing the corresponding gift tax return (709).

Speaker:  Megan L. Buggy, Esq., Caroline F. Trainor, Esq., Barulich Dugoni & Suttmann Law Group, Inc.

Cost: Free for SMCBA EP members, $10 for non-members. Cost includes 1.0 hour of General Law MCLE credit.

Registration and Information: Please click on the button below to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. Please note that you’ll need to be logged into a Zoom account to join the webinar. The written materials for the webinar will be emailed to attendees the morning of the event. 

Contact Info for this Event: For questions about this event, please email events@smcba.org.

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.

Estate Planning and Probate Section- Annual Heckerling Recap- February 16

Thursday, February 26, 2023
In Person and Via Zoom

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

Description: Having just returned from Annual Heckerling Institute on Estate Planning, Laurelle GutierrezChuck Packer and Mark Shepherd will attempt to cram 30 hours of latest thinking into one hour.

Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section for the luncheon ($30 for webinar) and $65 for non-members for the luncheon ($45 for the webinar). Cost includes lunch and 1.5 hours MCLE for live event attendees.

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, February 13th.

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.

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.

SMCBA 2023 Installation of Officers and Annual Meeting- March 2

SMCBA 2023 Installation of Officers and Annual Meeting
Thursday, March 2, 2023
5:00-7:00 p.m.
San Mateo County History Museum
“The Old Courthouse”
2200 Broadway
Redwood City, CA 94063

Join SMCBA for our Annual Meeting, Installation of Officers and Barristers, and Award Presentation on Thursday, March 2, 2023. 

The James M. Dennis Memorial Award, the William Nagle, Jr. Memorial Award, and the Dennis L. Woodman Memorial Award will be presented at this event. 

Cost:  $80 per person. Judges attend for free but must register. 

Registration: To register, please log-in on the SMCBA website or complete the registration form and email to events@smcba.orgRegistration is limited to the first 100 attendees. 

If you wish to pay by check, please mail check payable to the SMCBA along with the registration form to SMCBA-Installation, 333 Bradford Street, Suite 150, Redwood City, 94063.

Sponsorship: To *sponsor this event, please complete and submit the registration form. Payment is due at the time of submission of your advertisement. 

Full page $600 (Approx. 7.5 x 4 in.)Half Page $300 (Approx. 3.5 x 4 in.) Business Card or Name Listing     $150

Advertising content information must be received by February 16, 2023.  All content is subject to editing and must be received in electronic Word format.  Materials can be sent to events@smcba.org.  For more information contact Ahide Rodriguez (650) 298-4005 or ahider@smcba.org.

 *Contributions to the SMCBA are not deductible as charitable contributions but may be deductible under other sections of the Internal Revenue code.

Estate Planning and Probate Section- Annual Update: 2022 A Year in Review – A Trivalent Dose for the Tridemic- January 26

Thursday, January 26, 2023

In Person and Via Zoom

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

About Our Speakers:

Steven P. Braccini is a fellow in the American College of Trust and Estate Counsel (ACTEC).  He is the Managing Partner of Sheppard, Mullin, Richter & Hampton LLP’s Silicon Valley Office and is a member of his Firm’s Business Trial Practice Group.  Mr. Braccini’s practice focuses on trust, probate and conservatorship litigation including, but not limited to: Will contests, Trust contests, removal and surcharge actions, contested conservatorships, accounting disputes, financial elder abuse actions, reformation or modification actions, tax controversy, and related “civil” claims. Steve also has an appellate practice and has presented numerous seminars and workshops on issues related to trust and estate litigation.

Patrick A. Kohlmann is the managing partner at Temmerman, Cilley & Kohlmann. Patrick advises individuals and families in all aspects of wealth transfer planning, including tax-advantaged transfers of assets, multigenerational planning, the taxation of trusts and estates, and business succession counseling. Patrick is passionate about the law. He was Chair of the Executive Committee of the Trusts and Estates Section (TEXCOM) of the State Bar of California (now CLA) from 2015-2016, and served on TEXCOM from 2008-2019. He is a Fellow of the American College of Trust and Estates Counsel, was formerly a member of the Judicial Council’s Probate and Mental Health Advisory Committee, and has consistently been named a Northern California “Super Lawyer,” including recognition in 2021 as one of the top 100 lawyers in Northern California.

John Prokey is a partner of Ramsbacher Prokey Leonard LLP. Mr. Prokey’s law practice focuses on providing advice in wealth planning, estate and trust administration, and tax. His clients include individuals, private fiduciaries, institutions, and other business and non-profit entities. The wealth planning portion of Mr. Prokey’s law practice emphasizes advising individuals and fiduciaries in estate planning, wealth preservation, tax, and business matters. Mr. Prokey also advises fiduciaries and beneficiaries in trust and probate administration matters, with emphasis in complex administrations.

Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section for the luncheon ($30 for webinar) and $65 for non-members for the luncheon ($45 for the webinar). Cost includes lunch and 1.5 hours MCLE for live event attendees.

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, January 23rd.

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.

Directions:
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403
From Highway 92, Exit El Camino Real South. Turn rig ht (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.

Estate Planning and Probate Section- Planning for Tomorrow…Today: The Role of a Professional Fiduciary in Estate Plans- November 10

Thursday, November 10, 2022

Via Zoom at 12:00pm

Description: Trust and estate attorneys often need to educate their clients on the various roles to be filled in an estate plan and professional fiduciaries are often the missing piece of the estate plan puzzle.  The speakers will provide an overview of the professional fiduciary profession and will discuss common scenarios in which professional fiduciaries are called upon to serve in estate plan roles. The presentation will also cover, on a practical level, what services a professional fiduciary provides and what clients can expect when working with a fiduciary

Cost: Free for SMCBA members and $10 for non-members, cost includes 1.0 hour of General Law Credit

Registration: Please log in on the SMCBA website to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. Please note that you’ll need to be logged into a Zoom account to join the meeting. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.

Estate Planning & Probate Section- Subtrust Allocation for Litigation Attorneys- November 17

Thursday, November 17, 2022

Via Zoom at 12:00pm

Description: During this presentation, Judge Glen Reiser (Ret.) will discuss various critical aspects of subtrust funding as part of the trust administration process.  Often, upon a first death of a spouse and, at times, upon the death of the second spouse to die or a single person, the subject trust includes requirements and guidance for administering the trust regarding the allocation of assets to various subtrusts for the benefit of one or more beneficiaries.  As we are seeing it more and more in the courts and mediation, subtrust allocation decisions by a trustee can turn into having to defend a claim against such trustee for failure to, among other things, collect assets and obtain date of death values, property manage assets, and fairly allocate assets among subtrusts in accordance with the terms of the trust.  The presentation will cover important concepts such as a trustee’s administrative duties, marital deductions, pro-rata allocation of assets, community property and separate property characterizations, gift and estate taxes, and portability, all in light of trust litigation. Judge Glen Reiser (Ret.) will teach these concepts by reviewing trust provisions and discussing hypotheticals and relevant recent case law. Litigators, trust administration lawyers, and estate planning lawyers will all benefit from attending this presentation to better allocate assets to subtrusts, lower the likelihood of litigation, and successfully complete the trust administration process

Cost: Cost is $20 per person for members of the SMCBA Estate Planning Section and $30 for others. Cost includes 1.0 hour of General Law MCLE.

Registration: Please log in on the SMCBA website to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. Please note that you’ll need to be logged into a Zoom account to join the meeting. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.

Estate Planning & Probate Section – Annual Holiday Party- December 15

Thursday. December 15, 2022

In Person and via Zoom

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

The EP Section is pleased to announce its initial post-Covid live event. To celebrate the holiday season and end of the year, we are returning to the San Mateo Elks Lodge for our annual Judge’s luncheon.

We are pleased to have the Honorable Susan L. Greenberg, Probate Judge for the San Mateo County Superior Court, join us at our annual holiday party. Judge Greenberg will speak to our section regarding this past year on the Probate Bench and what to expect in 2023. This is a program you will not want to miss. Please arrive early as we expect this event to be well attended.

Lunch will be included for the in-person attendees.

For those members who wish to register for an online webinar rather than in-person luncheon, a live stream of the presentation will be available.

If you have questions for Judge Greenberg, please email them to Joe Gruber at jgruber@arcr.com, or to Jim Griffiths at jim@gryphonevents.com, and type “Judge Greenberg” in the subject line. 

Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section and $65 for others. Cost includes lunch and 1-hour MCLE. 

Registration and Information: Please note that we have four registration options. Luncheon or Webinar, Member or Non-Member. The registration fee is the same for Luncheon and Webinar but you must register for the in-person Luncheon if you plan to physically attend the event. Due to venue costs and financial commitments, Webinar registrants will not be seated at the Elks Lodge without prior approval. Webinar registrants wishing to change to Luncheon attendance may request such by contacting smcba@gryphonevents.com no later than Monday, December 12th.

SMCBA – Diversity 14th Annual Speakers Series- October 20

Thursday, October 20, 2022

Location: San Mateo County History Museum
“The Old Courthouse”
2200 Broadway
Redwood City, CA  94063

The Diversity, Equity, & Inclusion Committee is proud to present its award-winning 14th Annual Speakers Series. Our annual Speaker Series event will be conducted live at the “The Old Courthouse,” on Thursday, October 20, 2022, from 5:00pm to 7:30pm. You are invited to join us in person! 

This year, the Diversity, Equity, & Inclusion (DEI) Committee has invited Andre M. Perry and Marc Philpart to speak at the Annual Speakers’ Series. They will discuss the historical devaluation of property owned by Black Americans, and the structural inequalities that perpetuate the system. They will also discuss the systems that are in place that affect people of color with regards to health, education, and welfare.

Andre is a Senior Fellow at Brookings Metro and a scholar-in-residence at American University. A nationally known and respected commentator on race, structural inequality, and education, Andre is the author of the book “Know Your Price: Valuing Black Lives and Property in America’s Black Cities.” Andre’s research focuses on race and structural inequality, education, and economic inclusion. His recent scholarship at Brookings has analyzed Black-majority cities and institutions in America, focusing on valuable assets worthy of increased investment. Prior to his work at Brookings, Andre has been a founding dean, professor, award-winning journalist, and activist in the field of education.

Marc became the executive director of the California Black Freedom Fund in April 2022, bringing more than a decade of leadership in advocacy working with grassroots organizations to build power for racial justice. Prior to joining the California Black Freedom Fund, Marc led the Alliance for Boys and Men of Color. Under his leadership, the Alliance successfully advanced more than 100 state policies and established powerful partnerships with the California Senate and Assembly Select Committees on the Status of Boys and Men of Color and the California Funders for Boys and Men of Color. Through Marc’s leadership, the Alliance broadened its focus to include fighting for gender justice and ending intimate partner violence by addressing misogyny and patriarchy, as well as racial equity.

The following recognitions will be made at the event:

Les Williams Award
The Diversity Award Recognizes an individual or organization who has demonstrated a meaningful and consistent commitment to increasing and maintaining diversity in San Mateo County at all levels of the legal profession.

Nancy de Ita Scholarship
The Scholarship is given to an incoming/current law student, or recent graduate who has not passed the bar exam to encourage and support their commitment to the legal profession and diversity in our community.

1 Hour of Elimination of Bias MCLE will be provided upon request. 

Cost: This event is FREE for SMCBA members. For non-SMCBA members, the cost of attendance is $40 (in-person). 1 hour of Elimination of Bias MCLE will be provided upon request for an additional $10.

Registration: Please log-in on the SMCBA website to register for this event. You may also download the PDF Registration Form and email back to us at events@smcba.org.

Become a Sponsor for next year’s scholarship winner(s):

  • Bronze – $100
  • Silver – $250 
  • Gold – $500

Sponsors will receive an SMCBA gift, recognition in event announcements, and visual recognition (Firm Logo) at the event. For more information or to sign up as a sponsor, please email us at events@smcba.org

Estate Planning & Probate Section- California Taxation of Individuals and Trusts- October 20th

Thursday, October 20, 2022

Via Zoom at 12:00pm

Description: Mr. Hepworth, Mr. Steady, and Ms. Knight will provide an overview of the rules governing California taxation of individuals and trusts, as well as various strategies for minimizing and deferring California taxation, including through trusts located in more tax favorable jurisdictions

Cost: $20 per person for members of the SMCBA Estate Planning Section and $30 for Members and Non-Members; 1.0 General MCLE Credit included.

Registration: Please log in on the SMCBA website to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. Please note that you’ll need to be logged into a Zoom account to join the meeting. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.

Estate Planning & Probate Section- Recent Updates In Medi-Cal Eligibility, Recovery, and Planning- September 15th

Thursday, September 15th, 2022

Via Zoom at 12:00pm

Description:

Attorney Mercy Hall will go over recent and upcoming changes to Medi-Cal eligibility and approaches to benefits planning in light of the same.

Cost: $20 for SMCBA Estate Planning & Probate Section members, $30 for non-members. Cost includes 1.0 hour of General Law MCLE credit and Estate Planning Credit.

Registration and Information: Please click on the button below to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. Please note that you’ll need to be logged into a Zoom account to join the webinar. The written materials for the webinar will be emailed to attendees the morning of the event. 

Contact Info for this Event: For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.