Past Events › Presentations

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

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

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”