Earn 5.5 Hours MCLE and Legal Specialization Credit.
Wednesday, April 18, 2018
The State Bar of California
845 S. Figueroa Street
Los Angeles, CA 90017
Schedule | Essential Info
Printable Brochure | Mail/Fax Registration Form
This presentation will cover recent developments which affect the drafting and administration of Special Needs Trusts including: the ABLE Act, Special Needs Trust Fairness Act, Military Adult Child Protection Act, AB 1875 and CalSTRS, the DeCambre decision regarding public housing, the Social Security Administration’s Trust Cadre review of first party special needs trusts, and Medi-Cal payback after the Herting decision.
SPEAKER: Phil Lindsley
9:00 am – 10:30 am
This panel will explore estate planning scenarios involving dysfunctional families and discuss ways to help these families avoid litigation. The panel will also discuss several common trouble areas including due diligence in the client intake meeting, ethical issues in representing joint clients, and constructing an estate plan that minimizes the likelihood of litigation.
10:45 am – 12:15 pm
12:15 pm - 1:00 pm
1:00 pm – 2:00 pm
2:15 pm - 3:45 pm
$125 CYLA Members (includes 2018 Trusts and Estates Section membership)
$295 Trusts and Estates Section Members
$390 Non-Section Members (includes 2018 Trusts and Estates Section membership)
**Onsite registration fees are $295 for Section Members and $390 for Non-Section Members
For your convenience, we've posted a printable program brochure.
In order to pre-register, your form and check, payable to California Lawyers Association, or credit card information, must be received by Wednesday, April 11, 2018.
Register online here!
Fill out this form and mail to: Program Registrations, California Lawyers Association, 180 Howard Street, Suite 410, San Francisco, CA 94105.
Email to: firstname.lastname@example.org
In order to fax your registration, credit card information is mandatory. (Photocopies of checks will NOT be accepted.)
On-site registration will be on a space available basis. Call to confirm space availability.
Cancellations and requests for refunds must be received in writing no later than Wednesday, April 11, 2018 and are subject to a $50 service charge. Refunds will not be available after this date.
For registration information call 415-795-7025. Telephone registrations will not be accepted. For program content and/or Section information call 415-795-7195.
For special assistance, please call 415-795-7195.