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Trusts and Estates

2019 Summer Trusts and Estates Education Conference

Friday, June 28, 2019

Pacific McGeorge School of Law
3200 5th Avenue, Classroom C
Sacramento, CA 95817

Online registration is now closed. Onsite registration is available!

Earn 5 Hours MCLE Credit Including Legal Specialization!

Brochure | Mail/Fax Registration Form 

Program Schedule

8:30 a.m. – 9:00 p.m. | Registration and Continental Breakfast

Remember to sign in, grab your name tag, and get ready for a day full of educational panels.

9:00 a.m. – 10:00 a.m. | Probate One Day Evidentiary Hearings for Non-Litigators

This program is intended to help non-litigators prepare for one-day evidentiary hearings in probate court by learning practices skills and tips from experienced litigators. This is a quick nuts & bolts overview of the following topics: (1) preparing for the hearing, including exhibits, witnesses, motions in limine, (2) pre-hearing subpoenas, (3) witness preparation, (4) opening statements, (5) presenting evidence, (6) objecting to evidence, (7) closing arguments, (8) statement of decision, and (9) post-trial motions and appeals.

Speakers

  • Jeremy Moffit (Withers Bergman LLP, San Diego)
  • Judy Bae (Miller, Monson, Peshel & Hashaw, San Diego)

Moderator: Philip Lindsley (San Diego Elder Law Center, San Diego)

10 a.m. – 10:15 a.m. | Break

Stretch your legs and grab some refreshments.

10:15 a.m. – 11:15 a.m. | Specific Issues in Undue Influence Litigation

This program will provide tips on how to extend undue influence liability to others, handle difficult discovery issues, and litigate post judgment no contest proceedings.

Speaker

  • David Knitter (Knitter & Knitter, LLP, Vacaville)
11:15 a.m. – 11:30 a.m. | Break

15 minute break? Let’s meet someone new and exchange business cards.

11:30 a.m. – 12:30 p.m. | Sour Grapes – When Decanting Gives Rise to Litigation

As the practice of trust decanting becomes more widely accepted throughout the United States, and with the recent enactment of the Uniform Trust Decanting Act in California, trustees, financial advisors, and trust and estate attorneys should be cognizant of the attendant risks of litigation that may arise from using this estate planning tool. This presentation provides a general overview of decanting, and frequently litigated issues in this emerging area of law.

Speakers

  • Lydia L. Lockett (Holland & Knight, Los Angeles)
  • Lindsey Kernan (Holland & Knight, Los Angeles)
12:30 p.m. – 1:30 p.m. | Lunch

It’s time for lunch! Give your brain some much need brain fuel.

1:30 p.m. – 2:30 p.m. | Marrying into Elder Abuse

Increasingly we are seeing caregivers and others marry elders in order to access their wealth. This seminar discusses the difficulties in trying to prevent such a marriage or to challenge it once it has occurred. We will explore the capacity required for divorce, legal avenues to void a senior’s marriage before or after death, and what constitutes undue influence. We will also examine the current state of the law and possible new developments, and we will look at ways to protect seniors from these abusive marriages.

Speaker

  • Ellen McKissock (Hopkins & Carley, San Jose)
2:30 p.m. – 2:45 p.m. | Break

It’s the last break of the day. Did you remember to hydrate yourself?

2:45 p.m. – 3:45 p.m. | Omitted Family Members, Putative Spouses, and Adopted Children: Do I Get a Share and How?

In the age of the growing modern family, do omitted relatives, putative spouses, and adopted children get a share, and, if so, how? This program will examine this from both an estate planning and litigation perspective.

Speaker

  • Erin Kolko (Temmerman Cilley & Kohlmann LLP, San Jose)

Essential Information

Pre-Registration Fees

  • $250 for Members of the Trusts and Estates Section
  • $345 for Non-Section Members
    (includes enrollment in the Trusts and Estates Section for 2019)
  • $150 for CYLA – California Young Lawyers Association
    (includes enrollment in the Trusts and Estates Section for 2019)

Pre-Registration Deadline

In order to pre-register, your form and check, payable to California Lawyers Association, or credit card information must be received by June 20, 2019.

How to Register

  1. Register Online – Online registration is now closed.
  2. Mail Registration Form to Program Registrations at:
    Program Registrations, California Lawyers Association
    400 Capitol Mall, Suite 650
    Sacramento, CA 95814
  3. Email to Registration Form to ProgramRegistrations@CAlawyers.org. In order to email your registration, credit card information is MANDATORY. (Photocopoies of checks will NOT be accepted.)
  4. On-site registration will be on a space available basis. Call 916-516-1757 to confirm space availability.

Cancellations/Refund Policy

Cancellations and requests for refunds must be received in writing no later than Thursday, June 20, 2019 and are subject to a $50 service charge. Refunds will not be available after May 30, 2019.

Questions

For registration information please call 916-516-1757. Telephone registrations will not be accepted.

For program content and/or Section information, call 916-516-1755.

Special Assistance

For special assistance please call 916-516-1755.

This event may be recorded. By attending this event, you consent to be photographed, filmed, and/or otherwise recorded, and to any use, by the CLA, of your likeness, voice, and name in any and all media, including social media. If you do not want your name or photo to be used, please let us know in advance. We cannot, however, honor requests to opt out of the use of your image or voice if you choose to ask a question during one of the event sessions.

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