September 2017
Standing Issues in Trusts, Estates, and Elder Abuse Litigation
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speaker: David G. Knitter, Attorney | Knitter & Knitter, LLP Attorney David G. Knitter practices in the area of financial elder abuse, contested conservatorships and trusts and estates litigation. He is a member of the Executive Committee for the Trusts and Estates Section of the State Bar of California (TEXCOM). He is Past President of the Solano County Bar Association (SCBA) and was honored as Attorney of… Continue Reading Standing Issues in Trusts, Estates, and Elder Abuse Litigation
Find out more »November 2017
MCLE: A Thumbnail Sketch of LPS Conservatorships
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speakers: Leslie Kraut, Deputy County Counsel Leslie graduated from UCSB in 1984 with a degree in History. She worked in D.C. for a year, then Japan for a year, before starting law school at University of San Diego in 1990. Ms. Kraut graduated from USD in 1993 and then went to work for the District Attorney's Office in Ventura from 1994-1998, prosecuting misdemeanors, felonies, asset forfeiture cases,… Continue Reading MCLE: A Thumbnail Sketch of LPS Conservatorships
Find out more »January 2018
MCLE: What Every Estate Attorney Needs to Know About Attorney-Client Privilege
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speakers: Scott Wall Mr. Wall is a Partner with Andre, Morris & Buttery in San Luis Obispo. Mr. Wall is Chairman of the Estate Planning, Trusts and Probate Practice Group and is a member of the Business and Real Estate Transactions Practice Group. He is certified by the State Bar of California as a specialist in estate planning, trust and probate law. Before starting his law practice, he was… Continue Reading MCLE: What Every Estate Attorney Needs to Know About Attorney-Client Privilege
Find out more »February 2018
MCLE: Fiduciary Accountings and the “Pre-Approved” List
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speakers: Michele Rowe, Legal Research Attorney, San Luis Obispo County Michele Rowe was admitted to the bar in 2007 and hired by the San Luis Obispo Superior Court in August 2010. She has reviewed the probate calendar for the court since that time. Ms. Rowe has presented numerous probate programs to the local bar at association meetings in both San Luis Obispo County and Santa Barbara County.… Continue Reading MCLE: Fiduciary Accountings and the “Pre-Approved” List
Find out more »March 2018
MCLE: Attorney Conducted Investigations: Confidentiality, Ethics and “The Art of the Cold Call”
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speaker: Scott Juretic Scott Juretic is a graduate of Santa Clara University School of Law. He has been a practicing attorney in San Luis Obispo County for the past thirty years. Since 1991, he has operated his own practice, providing legal and investigative services to fellow lawyers, firms and public entities on the Central Coast and throughout California. He has been a panel investigator for the County… Continue Reading MCLE: Attorney Conducted Investigations: Confidentiality, Ethics and “The Art of the Cold Call”
Find out more »April 2018
MCLE: Estate Planning & Marital Status: Planning Issues When Marital Status Changes
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speaker: J. Christopher Toews J. Christopher Toews received his law degree in 1967 from the University of Southern California. Chris began his legal career in 1968 with the New York City firm of Donovan Leisure Newton & Irvine, where he was a tax associate. Chris returned to his native California in 1983 and has been in private practice in San Luis Obispo since 1984. His practice is focused… Continue Reading MCLE: Estate Planning & Marital Status: Planning Issues When Marital Status Changes
Find out more »May 2018
MCLE: Conversations About End of Life Issues
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speakers: Murat Akalin, MD Dr. Murat Akalin earned his undergraduate degree from Johns Hopkins University, his Masters in Public Health and International Affairs from Columbia University, and his medical degree from Harvard Medical School. Dr. Akalin is double boarded in both Family Medicine and Psychiatry. Kris Kington-Barker Kris Kington-Barker is the Executive Director for Hospice of San Luis Obispo County and host for Central Coast Voices on… Continue Reading MCLE: Conversations About End of Life Issues
Find out more »June 2018
MCLE: Empty Mansions: Lessons from the Life of Huguette Clark
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speaker: Bill Dedman Bill Dedman is a Pulitzer Prize-winning investigative reporter and bestselling author. Bill stumbled upon the mystery of the reclusive heiress Huguette Clark, who was featured in a series of reports on NBCNews.com and the Today show. The Clark series was the most popular story ever on NBCNews.com, with more than 110 million page views. Bill has co-written a nonfiction biography, Empty Mansions: The Mysterious… Continue Reading MCLE: Empty Mansions: Lessons from the Life of Huguette Clark
Find out more »July 2018
MCLE: Working with the Probate Referee
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speaker: Douglas G. Barth, California Probate Referee Douglas Barth has served as the Probate Referee for San Luis Obispo County for the last 22 years. He has been a real estate appraiser for 38 years. Mr. Barth also serves on the Planning Commission for the City of Paso Robles, is an Assessment Appeals Board Member for the County of San Luis Obispo, and is serving this year… Continue Reading MCLE: Working with the Probate Referee
Find out more »September 2018
MCLE: San Luis Obispo County Bar Association, Estates & Trust Section
Subject: Reverse Mortgages & Estate Planning - A Review of Reverse Mortgages vs Alternatives Mr. Poyntz will discuss the truth and fiction associated with this generally misunderstood and often maligned financial tool and how a senior homeowner can plan for, and use, financial products to stay in their home. Guest speaker: Michael Poyntz, NMLS - Certified Loan Officer Michael Poyntz is a finance and risk management professional with twelve years of experience in the field, presently serving the SLO community as a… Continue Reading MCLE: San Luis Obispo County Bar Association, Estates & Trust Section
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