Events
April 2017
Tips for a Successful Mediation
The San Luis Obispo Bar Association, Trust and Estates Sections presents Tips for a Successful Trust and Estate Dispute Mediation MCLE.
Find out more »May 2017
The Rights of Conservatees to Visitation and Social Contacts
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speaker: Karen Jones, Executive Director | Long Term Care Ombudsman of San Luis Obispo County Karen is the Treasurer for the California Long Term Care Ombudsman Association (CLTCOA). She is Co-Chair for the National Local Long Term Care Ombudsman Association (NALLTCO). She participates with many groups that comment on or advocate for legislation that can benefit care facility residents or the elderly. She also participates in many… Continue Reading The Rights of Conservatees to Visitation and Social Contacts
Find out more »June 2017
Health Care Advocacy: Practical and Legal Issues
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speaker: Linda R. Beck, Esq. After 25+ years of practicing construction law, Linda has redirected her work into elder care and health care advocacy. Linda started caregiving for her parents with a crisis that disrupted her law practice and her life. After encountering many people struggling with unexpected caregiving responsibilities, Linda resolved to help others manage elder care with less drama and disruption by teaching caregivers and… Continue Reading Health Care Advocacy: Practical and Legal Issues
Find out more »September 2017
Standing Issues in Trusts, Estates, and Elder Abuse Litigation
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speaker: David G. Knitter, Attorney | Knitter & Knitter, LLP Attorney David G. Knitter practices in the area of financial elder abuse, contested conservatorships and trusts and estates litigation. He is a member of the Executive Committee for the Trusts and Estates Section of the State Bar of California (TEXCOM). He is Past President of the Solano County Bar Association (SCBA) and was honored as Attorney of… Continue Reading Standing Issues in Trusts, Estates, and Elder Abuse Litigation
Find out more »November 2017
MCLE: A Thumbnail Sketch of LPS Conservatorships
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speakers: Leslie Kraut, Deputy County Counsel Leslie graduated from UCSB in 1984 with a degree in History. She worked in D.C. for a year, then Japan for a year, before starting law school at University of San Diego in 1990. Ms. Kraut graduated from USD in 1993 and then went to work for the District Attorney's Office in Ventura from 1994-1998, prosecuting misdemeanors, felonies, asset forfeiture cases,… Continue Reading MCLE: A Thumbnail Sketch of LPS Conservatorships
Find out more »January 2018
MCLE: What Every Estate Attorney Needs to Know About Attorney-Client Privilege
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speakers: Scott Wall Mr. Wall is a Partner with Andre, Morris & Buttery in San Luis Obispo. Mr. Wall is Chairman of the Estate Planning, Trusts and Probate Practice Group and is a member of the Business and Real Estate Transactions Practice Group. He is certified by the State Bar of California as a specialist in estate planning, trust and probate law. Before starting his law practice, he was… Continue Reading MCLE: What Every Estate Attorney Needs to Know About Attorney-Client Privilege
Find out more »February 2018
MCLE: Fiduciary Accountings and the “Pre-Approved” List
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speakers: Michele Rowe, Legal Research Attorney, San Luis Obispo County Michele Rowe was admitted to the bar in 2007 and hired by the San Luis Obispo Superior Court in August 2010. She has reviewed the probate calendar for the court since that time. Ms. Rowe has presented numerous probate programs to the local bar at association meetings in both San Luis Obispo County and Santa Barbara County.… Continue Reading MCLE: Fiduciary Accountings and the “Pre-Approved” List
Find out more »March 2018
MCLE: Attorney Conducted Investigations: Confidentiality, Ethics and “The Art of the Cold Call”
Presented by San Luis Obispo County Bar Association, Estates & Trust Section Guest speaker: Scott Juretic Scott Juretic is a graduate of Santa Clara University School of Law. He has been a practicing attorney in San Luis Obispo County for the past thirty years. Since 1991, he has operated his own practice, providing legal and investigative services to fellow lawyers, firms and public entities on the Central Coast and throughout California. He has been a panel investigator for the County… Continue Reading MCLE: Attorney Conducted Investigations: Confidentiality, Ethics and “The Art of the Cold Call”
Find out more »April 2018
MCLE: Estate Planning & Marital Status: Planning Issues When Marital Status Changes
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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