February 2019
MCLE: The Charitable Remainder Trust after the Tax Cuts and Jobs Act
Program: One of the most common forms of charitable tax planning is the charitable remainder trust (“CRT”). By establishing a CRT, the donor can convert a highly appreciated asset, such as real estate or stocks, into lifetime income without paying capital gains tax on the sale. This program will discuss CRT planning issues under the new tax law. Our speakers will be Kim Herold of McCormick & Barstow LLP and Wayne Longcrier of Longcrier and Associates. About our Speakers: Kim… Continue Reading MCLE: The Charitable Remainder Trust after the Tax Cuts and Jobs Act
Find out more »March 2019
MCLE: Everything You Need to Know About Adult Protective Services & In-Home Support Services
Adult Protective Services (APS) and In-Home Support Services (IHSS) provide valuable services to SLO County seniors and dependent adults. Learn what APS and IHSS can and can't do for your clients, how they work with other agencies, and how you can help your clients get the help they need. Our speakers will be: Suzanne Garcia, Adult Services Program Manager for SLO County Department of Social Services. Suzanne is responsible to interpret and implement regulations from the state by creating policies… Continue Reading MCLE: Everything You Need to Know About Adult Protective Services & In-Home Support Services
Find out more »April 2019
MCLE: Odds & Ends—Dealing with Unique Assets in the Planning and Administration Process
Presentation: Odds & Ends will focus on unique assets that may be neglected or overlooked in the estate planning/administration process: season tickets to sporting events, bitcoin, airline miles, credit card rewards, cattle and horses, timeshares, and other assets that may have challenging issues in management or transfer. Our speakers will be: Matthew O'Leary, O'Leary Wallace LLP Skye Christakos, George, Cyr & Christakos, Inc. Krista Sabin, Ogden & Fricks LLP Registration Fee Includes: Lunch One (1.0) hour of total MCLE… Continue Reading MCLE: Odds & Ends—Dealing with Unique Assets in the Planning and Administration Process
Find out more »May 2019
MCLE: Evidence for Trust & Estate Attorneys with Warren Sinsheimer
Presentation: Evidence for Trust & Estate Attorneys: This presentation is intended to alert estate planners to opportunities and pitfalls related to creation and preservation of evidence that will be essential in assuring that the client's plan is implemented as prepared. The approach will be to look at evidence that is used in common types of disputes that arise involving a client and his or her estate plan. A range of disputes is familiar in the trusts and estates practice. This… Continue Reading MCLE: Evidence for Trust & Estate Attorneys with Warren Sinsheimer
Find out more »July 2019
Probate Court Check-In 2019
Speakers: Our speakers will be Judge Linda D. Hurst, Judge Tana L. Coates and Court Attorney Michele L. Rowe. Program: The Judges will discuss the current status of the San Luis Obispo Superior Court Probate Departments for 2019 and beyond. Current concerns, both administrative and substantive, will be addressed. Topics will include the new probate email system, local rules, tips and tricks and more! Registration Fee Includes: Lunch One (1.0) hour of total MCLE credit Download program materials here: Probate… Continue Reading Probate Court Check-In 2019
Find out more »September 2019
MCLE: Addressing Firearms in Estate Planning and Estate Administration
Program: This course will help attorneys advise clients on how to avoid criminal and civil liability when addressing firearms in estate planning and estate administration. State and federal gun laws can impose criminal liability on those who improperly possess firearms and on those who improperly transfer firearms. The materials in this course are an introduction to the state and federal laws surrounding firearms which are constantly changing and creating legal challenges for those unaware. Our speaker will be Paul E.… Continue Reading MCLE: Addressing Firearms in Estate Planning and Estate Administration
Find out more »October 2019
MCLE: Planning and Administration of the Bypass Trust: “To B or Not to B”
Program: This program will provide an informative discussion on the following topics: Drafting Marital Split Trusts The pros and cons of a Bypass Trust design Tax consideration in use of drafting Bypass Trust Funding the Bypass Trust Postmortem administration and taxation of the Bypass Trust Alternatives Our speaker will be J. Christopher Toews, Attorney at Law. Registration Fee Includes: Lunch One (1.0) hour of total MCLE credit The SLO County Bar Association is a California State Bar approved… Continue Reading MCLE: Planning and Administration of the Bypass Trust: “To B or Not to B”
Find out more »December 2019
MCLE: Interrupting Bias in the Law: A Conversation with Henry A. J. Ramos
Program: This discussion will focus on implicit bias and the promotion of bias-reducing strategies. Recognizing how attitudes and stereotypes impact our decisions and actions in an unconscious way -- and learning how to overcome those unconscious biases (sometimes also referred to as implicit biases) -- can help to increase diversity of representation and provide better service to our clients. This MCLE will qualify for (1.0) unit of Elimination of Bias credit. Our speaker will be Henry A. J. Ramos,… Continue Reading MCLE: Interrupting Bias in the Law: A Conversation with Henry A. J. Ramos
Find out more »January 2020
MCLE 1/22/20: A Dozen Uses of Life Insurance in Estate Planning
MCLE: A Dozen Uses of Life Insurance in Estate Planning Program: Join us at noon on Wednesday, January 22, for a discussion on a dozen ways life insurance can be used in estate planning. Our speakers will be: Karen P. Hofmann, CLU®, ChFC®, CASL®* Vice President, Advanced Planning Prudential Insurance Company of America Gregory T. Enloe, RICP® Financial Advisor Prudential Insurance Company of America NEW LOCATION! All 2020 ET Section MCLE sessions will be held at the… Continue Reading MCLE 1/22/20: A Dozen Uses of Life Insurance in Estate Planning
Find out more »March 2020
MCLE 3/25: How to Get Rid of a Dead Body *Cancelled*
This MCLE session has been cancelled. Program: Following an individual’s death, family members and friends are faced with a multitude of issues relating to handling of the remains. For some, the challenges in dealing with these responsibilities are overburdensome and the least of their concerns. For others, it is a welcome distraction. This presentation provides an overview of the following topics and more: who has control of a decedent’s remains, what governs the control of remains, anatomical gifts, coroner’s… Continue Reading MCLE 3/25: How to Get Rid of a Dead Body *Cancelled*
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