The Year In Review – Jan 16th

San Mateo Elks Lodge
229 W. 20th Ave.
San Mateo, CA 94403
12:00pm – 1:30pm

Please join the Estate & Probate Section for a presentation featuring guest presenters: Steve Braccini, Patrick Kohlmann, and John Prokey on Thursday, January 16, 2020. The panelists will present their annual review of the latest legislative, case, and tax developments most significant to California trusts and estates practitioners. The program will include analysis and discussion to assist practitioners incorporating these developments into their practice.

Please note that this is a 90-minute presentation. Therefore, the speakers will begin promptly at 12:00pm.

We welcome Boston Private 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 non-section members. Cost includes lunch and 1.5 hours of MCLE credit.

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