Events
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
SLOLAF 5th Annual Fundraiser – Masquerade in the Big Easy
Join us for our 5th annual fundraiser, Masquerade in the Big Easy! Win great prizes at our live, silent, & dessert auctions. Enjoy creole cuisine & a hosted bar. Our entertainment for the evening includes a live Jazz band, casino tables, and fortune tellers.
Find out more »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
Find out more »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 »June 2019
The SLO County Assessor’s Office on Trust & Legal Entity Topics
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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