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March 2019

MCLE: Everything You Need to Know About Adult Protective Services & In-Home Support Services

March 27, 2019 @ 12:00 pm - 1:15 pm
San Luis Obispo Masonic Lodge, 859 Marsh Street
San Luis Obispo, CA 93401 United States
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Free – $30

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

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April 2019

MCLE: Odds & Ends—Dealing with Unique Assets in the Planning and Administration Process

April 24, 2019 @ 12:00 pm - 1:15 pm
The Kinney SLO, 1800 Monterey St.
San Luis Obispo, CA 93401 United States
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$30 – $35

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

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May 2019

MCLE: Evidence for Trust & Estate Attorneys with Warren Sinsheimer

May 22, 2019 @ 12:00 pm - 1:30 pm
The Kinney SLO, 1800 Monterey St.
San Luis Obispo, CA 93401 United States
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$30 – $35

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

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June 2019

The SLO County Assessor’s Office on Trust & Legal Entity Topics

June 26, 2019 @ 12:00 pm - 1:30 pm
The Kinney SLO, 1800 Monterey St.
San Luis Obispo, CA 93401 United States
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$30 – $35

Presentation:  The SLO County Assessor's Office on Trust & Legal Entity Topics:  Join us for a discussion led by the SLO County Assessor's Office on pertinent topics such as:  Transfers into trusts and legal entities Transfers out of trusts and legal entities Death inside trusts and legal entities Our speaker will be: Barbara Edginton, Assessment Manager, San Luis Obispo County   ***Please register by Wednesday, June 19.  Our venue requires a food count one week in advance of the event.  Thank… Continue Reading The SLO County Assessor’s Office on Trust & Legal Entity Topics

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July 2019

Probate Court Check-In 2019

July 24, 2019 @ 12:00 pm - 1:30 pm
The Kinney SLO, 1800 Monterey St.
San Luis Obispo, CA 93401 United States
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$30 – $35

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

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September 2019

A Day at the Derby – SLOLAF’s 6th Annual Fundraising Event

September 21, 2019 @ 4:00 pm - 8:00 pm
San Luis Obispo, CA

MCLE: Addressing Firearms in Estate Planning and Estate Administration

September 25, 2019 @ 12:00 pm - 1:30 pm
The Kinney SLO, 1800 Monterey St.
San Luis Obispo, CA 93401 United States
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$30 – $35

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

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October 2019

MCLE: Planning and Administration of the Bypass Trust: “To B or Not to B”

October 23, 2019 @ 12:00 pm - 1:30 pm
The Kinney SLO, 1800 Monterey St.
San Luis Obispo, CA 93401 United States
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$30 – $35

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”

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December 2019

MCLE: Interrupting Bias in the Law: A Conversation with Henry A. J. Ramos

December 4, 2019 @ 12:00 pm - 1:30 pm
Embassy Suites, 333 Madonna Road
San Luis Obispo, CA 93405
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$30 – $35

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

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January 2020

MCLE 1/22/20: A Dozen Uses of Life Insurance in Estate Planning

January 22 @ 12:00 pm - 1:30 pm
Courtyard Marriott SLO, 1605 Calle Joaquin
San Luis Obispo, CA 93405 United States
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$30 – $35

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

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