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April 2018

MCLE: Estate Planning & Marital Status: Planning Issues When Marital Status Changes

April 25, 2018 @ 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 – $30.00

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

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May 2018

MCLE: Conversations About End of Life Issues

May 23, 2018 @ 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 – $30.00

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

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June 2018

MCLE: Empty Mansions: Lessons from the Life of Huguette Clark

June 27, 2018 @ 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

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

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July 2018

MCLE: Working with the Probate Referee

July 25, 2018 @ 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

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

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September 2018

Masquerade in the Big Easy

SLOLAF 5th Annual Fundraiser – Masquerade in the Big Easy

September 22, 2018 @ 4:00 pm - 8:00 pm
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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.

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MCLE: San Luis Obispo County Bar Association, Estates & Trust Section

September 26, 2018 @ 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 – $30.00

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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February 2019

MCLE: The Charitable Remainder Trust after the Tax Cuts and Jobs Act

February 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

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

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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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