The Sections of The State Bar of California are pleased to present the 2017 Sections Convention – a networking and learning opportunity planned especially for California attorneys and legal professionals.
Friday-Saturday, August 18-19, 2017
Sheraton San Diego Hotel & Spa
1380 Harbor Island Drive
San Diego, CA 92101
You can now register online for this program.
This inaugural event is the new platform for the State Bar Sections’ stellar programs and events previously offered at The State Bar of California Annual Meeting.
Award Presentations and Receptions | Breakfast and Luncheon Events |
Program Partners |Schedule for Friday | Schedule for Saturday |
Hotel and Travel |Essential Information | Printable Brochure |
Mail / Fax Reg. Form | Register Online
Complete Information About the Sections Convention
Friday, August 11, 2017, 12 noon - 1 p.m.
This program offers 1 hour participatory MCLE credit and 1 hour legal specialization credit in Estate Planning, Trust and Probate Law. You must register in advance to participate.
Overview of 3 statutory remedies examining procedural rules and complex ethical evidentiary concerns.
Moderator: B. James Brierton
Speaker: Ricsie Hernandez
Wednesday, September 13, 2017, 12 noon - 1 p.m.
Establishing standing is a prerequisite to pursuit of any court action. There are many traps for the practitioner due to the differences in who may pursue certain claims in the different types of litigation. The webinar will provide a summary of who has standing to pursue actions in a multitude of different trust and estate proceedings, elder abuse matters, and power of attorney actions.
Speaker: David G. Knitter
We're very grateful for your membership in the Section.
As a token of that, we're offering self-study MCLE credit in the areas of Legal Ethics, Competence Issues, and Recognition and Elimination of Bias in the Legal Profession and in Society. The programs are posted in our Members Only Area.
Simply watch the programs and keep track of having done so. You can report this to the State Bar when it's time to demonstrate your compliance with the MCLE requirements.
The Third Edition of the Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel Is Available to Trusts and Estates Section Members at a Special Price
Neither the California Rules of Professional Responsibility nor the ABA Model Rules of Professional Conduct provide adequate guidance to California practicing trusts and estates lawyers. The Third Edition of the Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel is offered by the Executive Committee of the Trusts and Estates Section of the State Bar (TEXCOM) to provide both general and fact-specific guidance to California trusts and estates lawyers facing common and unusual ethical issues and problems, with an emphasis on application of California-specific rules. The Third Edition replaces the Second Edition, which was released in 2007, and has been updated to reflect the current state of the law, including by way of example changes in the Care Custodian area and evolving social media issues. The updated Guide is an essential addition to the library of every California trust and estate lawyer.
The retail price for the Guide is $85.00. However, the Trusts and Estates Section offers the Guide to Section members at a reduced price of $40.00.
Go to our Sections Bookstore and click on "Trusts and Estates Section".
Educating Seniors Project Seeks Volunteer Attorneys for Speakers Bureau
The Trusts and Estates Section of the State Bar of California is pleased to announce that its Educating Seniors Project (ESP) has a new website: www.educatingseniors.org. ESP is seeking qualified California attorneys with a passion for helping seniors preserve and protect their independence by giving occasional presentations to seniors on issues of pressing concern, such as:
If you are a trusts and estates attorney interested in participating in training to become a part of the ESP Speakers Bureau, and have the flexibility in your schedule to spare an occasional morning or afternoon to speak to seniors about trusts and estates issues, or if you would just like to learn more about the Educating Seniors Project, please contact us at Trustsandestates@calbar.ca.gov.
Radio station KALW regularly broadcasts "Your Legal Rights," a show in which callers can ask questions of attorneys with expertise in different areas of the law.
All members of the Trusts and Estates Section receive the following benefits:
The Advance Care Health Directive (Probate Code Section 4700-4701) is posted online on the State of California's Official California Legislative Information Web site. The form provided in Section 4701 can be used to create an advance health care directive. The other sections of this division govern the effect of the form or any other writing used to create an advance health care directive. An individual may complete or modify all or any part of the form in Section 4701.
The Trust and Estates Section has established an information line to assist you in reporting the activities of attorneys and non-attorneys involved in fraudulent activities against seniors in California. The State Bar of California is authorized to discipline attorneys who have participated in these activities and to pursue complaints against non-attorneys for the unauthorized practice of law. Because of our limited resources, however, we encourage you to also file complaints with other appropriate state agencies and law enforcement branches.
The number is: 1-888-460-7364. Please assist the Section in publicizing the availability of this service! For more resources, see Educating Seniors Speaker Bureau at Educating Seniors.
Continuing Education of the Bar, California (CEB) is extending some special discount offers to our section. As a member of the Section, you're eligible for:
Information about the section dues rebate program can be found on the CEB Web site.
Trusts and Estates Section
The State Bar of California
180 Howard Street
San Francisco, CA 94105-1639