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MCLE 3/25: How to Get Rid of a Dead Body *Cancelled*
- March 25, 2020
- Posted by: Donna Jones
- Category:
No CommentsThis MCLE session has been cancelled. Program: Following an individual’s death, family members and friends are faced with a multitude of issues relating to handling of the remains. For some, the challenges in dealing with these responsibilities are overburdensome and the least of their concerns. For others, it is a welcome distraction. This presentation… Continue Reading MCLE 3/25: How to Get Rid of a Dead Body *Cancelled*
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MCLE 1/22/20: A Dozen Uses of Life Insurance in Estate Planning
- January 22, 2020
- Posted by: Donna Jones
- Category:
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 … Continue Reading MCLE 1/22/20: A Dozen Uses of Life Insurance in Estate Planning
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MCLE: Interrupting Bias in the Law: A Conversation with Henry A. J. Ramos
- December 4, 2019
- Posted by: Donna Jones
- Category:
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… Continue Reading MCLE: Interrupting Bias in the Law: A Conversation with Henry A. J. Ramos
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MCLE: Planning and Administration of the Bypass Trust: “To B or Not to B”
- October 23, 2019
- Posted by: Donna Jones
- Category:
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… Continue Reading MCLE: Planning and Administration of the Bypass Trust: “To B or Not to B”
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MCLE: Addressing Firearms in Estate Planning and Estate Administration
- September 25, 2019
- Posted by: Donna Jones
- Category:
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… Continue Reading MCLE: Addressing Firearms in Estate Planning and Estate Administration
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Probate Court Check-In 2019
- July 24, 2019
- Posted by: Donna Jones
- Category:
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… Continue Reading Probate Court Check-In 2019
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MCLE: Evidence for Trust & Estate Attorneys with Warren Sinsheimer
- May 22, 2019
- Posted by: Donna Jones
- Category:
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… Continue Reading MCLE: Evidence for Trust & Estate Attorneys with Warren Sinsheimer
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MCLE: Odds & Ends—Dealing with Unique Assets in the Planning and Administration Process
- April 24, 2019
- Posted by: slolaf
- Category:
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… Continue Reading MCLE: Odds & Ends—Dealing with Unique Assets in the Planning and Administration Process
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MCLE: Everything You Need to Know About Adult Protective Services & In-Home Support Services
- March 27, 2019
- Posted by: slolaf
- Category:
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,… Continue Reading MCLE: Everything You Need to Know About Adult Protective Services & In-Home Support Services
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MCLE: The Charitable Remainder Trust after the Tax Cuts and Jobs Act
- February 27, 2019
- Posted by: slolaf
- Category:
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… Continue Reading MCLE: The Charitable Remainder Trust after the Tax Cuts and Jobs Act
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