Past Events › Recurring Meetings

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

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

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

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

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

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