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 a Certified Public Accountant. Mr. Wall concentrates his practice in estate planning and administration and business and real estate transactions. Because of his background as a CPA, Mr. Wall brings both income and estate tax expertise to his practice.

Dallas K. Mosier

Mr. Mosier is a partner with Carmel & Naccasha LLP in San Luis Obispo and Paso Robles. Mr. Mosier personal service practice emphasize protecting individuals and families through all stages of life. Mr. Mosier has assisted clients in a variety of matters in each of these areas, ranging from implementation of tax avoidance strategies to planning for family issues such as dependency, fiscal irresponsibility, and family disputes. He also works closely with businesses and business owners in the areas of business planning & transactions, exit and succession planning, startups and entity formations, ongoing entity maintenance and governance, intellectual property matters, and buy-sell and other ownership arrangements. He is the current president of SLOLAF.

Subject: What Every Estate Attorney Needs to Know About Attorney-Client Privilege

Our speakers will discuss rules for practitioners involved in trust litigation or an estate proceeding, and this presentation will explore attorney-client privilege in trust and estate matters, the growing trend toward disclosure, and caution that should be taken by practitioners and trustees when distinguishing the types of communications exchanged.

Registration Fee Includes:

• Lunch
• Program materials will provided at the meeting
• One (1.0) hour of total MCLE credit

The ET Section will apply for ONE HOUR of MCLE credit for participation in this program.
The SLO County Bar Association is a California State Bar approved MCLE provider