Earn 5.75 Hours MCLE Credit
Includes Legal Ethics and Legal Specialization
Friday, October 26, 2018
The State Bar of California
180 Howard Street
San Francisco, CA 94104
Schedule | Essential Info | Brochure | Reg Form
8 a.m - 8:30 a.m.
Special Needs Trust rules may seem confusing and arbitrary. Once you learn two preliminary ideas, though, they become surprisingly easy to understand. These precursors to being a SNT expert are differentiating between means-tested and entitlement programs, and knowing how trusts are treated by means-tested programs under OBRA’93. Attendees will learn to tell if a SNT is needed or not, the right type, and special tips on use and administration.
8:30 a.m. - 9:50 a.m.
9:50 a.m. - 10 a.m.
This program is an annual review of changes in statutory and case law that are most significant to California trusts and estates practitioners. The panelists will analyze the key developments of 2018, including new legislation and court decisions.
10 a.m. - 11:30 a.m.
11:30 a.m. - 11:45 a.m.
This presentation will summarize the new legislation which will statutorily permit decanting for California irrevocable trusts as well as review existing options for modification of, distributions from, or termination of California irrevocable trusts.
11:45 a.m. - 12:45 p.m.
12:45 p.m. - 1:45 p.m.
On May 10, 2018 the California Supreme Court issued an order approving new Rules of Professional Conduct to be effective November 1, 2018. This presentation will review the changes to the rules and how your practice may change as a result. The differences between the ABA Model Rules and California’s adoption of them will be highlighted as well.
1:45 p.m. - 2:45 p.m.
2:45 p.m. - 3 p.m.
A Practical guide for trusts and estates practitioners handling appeals, including discussion of the following topics: Anticipating an appeal, and preserving the record; deadlines and procedures for filing the appeal; appealability in trusts and estates cases; the automatic stay, the implications of Probate Code section 1310(b), and its exceptions; effective appellate advocacy.
3 p.m. - 4 p.m.
For your convenience, we've posted a printable program brochure.
California Lawyers Association
180 Howard Street, Suite 410
San Francisco, CA 94105
In order to pre-register, your form and check, payable to California Lawyers Association, or credit card information must be received by October 19, 2018.
**Onsite registration fees are $315 for Section Members and $410 for Non-Section Members
Cancellations and requests for refunds must be received in writing no later than Friday, October 19, 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.
The California Lawyers Association and the Trusts and Estates Section are approved State Bar of California MCLE providers.