AGENDA FOR EXECUTIVE COMMITTEE MEETING

TRUSTS AND ESTATES SECTION, STATE BAR OF CALIFORNIA

January 16, 2016
JW Marriott, 515 Mason Street, San Francisco, CA
9:30 a.m. - 3:30 p.m.

  1. Welcome, Report of the Vice Chair, Section Administrator  (30 min. total)
    1. Welcome/Introductions                                                                      Kohlmann
    2. Approval of Minutes of October 11, 2015                                         Kohlmann
    3. Report of the Vice Chair                                                                    Lera
      1. Finance Report
    4. Report of the Section Administrator                                                  Buelter
    5. Council of State Bar Sections                                                             Kohlmann
    6. Report on November 6, 2015 Presentation to the Probate and Mental Health Advisory Committee in San Francisco, CA
    7. Report on 2016 Retreat Location

  2. Nominating Committee                                                                                 Crickard

  3. Legislation (_____ min.)                                                                                Ascher/Ellerman

    1.  Status Review of Active ALP Projects:
      1. Revises Probate Code Section 8200 (Clarification Regarding Clerk’s Duty to Provide Copy of Lodged Will (T&E 2015-2)                                                                 Lamping - ???                           

        Amends Probate Code section 8200(c) to clarify that “informational” certified copies of death certificates fall within the scope of the statute and entitle the bearer, who pays the required fee, to a copy of a lodged will from the clerk.

      2. Revises Probate Code Section 21524  (Marital Deduction Trusts)       Shaver
        (T&E 2016-1)

        Expands the provisions of a qualifying marital deduction trust to include a trust that requires distribution of all income to the surviving spouse, including income determined pursuant to an adjustment power or a unitrust payment, and eliminates an unnecessary requirement to pay undistributed income to the estate of the surviving spouse.

      3. Revises Probate Code Section 16501 and 16502                             Ascher
        (Notice of Proposed Action by Trustee)
        (T&E 2016-2)

        Expands the scope of Probate Code section 16501to allow the notice of proposed action procedure for trusts to be used for distribution matters, and shortens the notice period for trusts under Probate Code section 16502 from 45 days to 30 days.

      4. Revises Probate Code Sections 13651 and 13656                            Thoreen
        (Determination of Character of Deceased Spouse's
        Property Passing to Surviving Spouse)
                   (T&E 2016-3)

        Amends Probate Code Sections 13651 and Section 13656 to clarify that, if requisite facts are alleged, the court is also authorized to make a determination of the character of deceased spouse’s property passing to the surviving spouse as either separate property or community property if there is a dispute or if that determination otherwise becomes pertinent to a proceeding brought under Section 13650; a separate proceeding for this determination (e.g. under Probate Code § 850) does not need to be initiated.

      5. Revises Probate Code Sections 15403, 15404 and 15406 (Modification and Termination of Trusts)
        (T&E 2016-4)                                                                                                      Poochigian

        Amends Probate Code sections 15403 and 15404 to remove the word “compel” from those sections, as the use of that word makes the statutes unclear and causes confusion; makes the modification and/or termination of trusts more available under section 15403 by (i) providing that, where all of the beneficiaries consent to the proposed modification or termination, the requested modification or termination shall be granted by the court unless the court determines that the requested modification or termination would defeat a material purpose of the trust, and (ii) eliminating the outright prohibition on termination of trusts by the court where the trust is subject to a valid spendthrift provision, instead making the spendthrift provision a factor that the court is to consider when considering a termination of a trust proposed by all beneficiaries.   Harmonizes the current inconsistency between sections 15403 and 15404 regarding the ability of a court to limit the class of beneficiaries whose consent is necessary to modify or terminate a trust by providing the court with authority to limit the class of beneficiaries whose consent is necessary to modify or terminate a trust to those beneficiaries whose interests would be “substantially impaired” by the requested modification or termination.

      6. Revises Probate Code Section 21380(a)(2)
        (Presumption of Fraud and Undue Influence)
        (T&E 2016-5)                                                                                                   Matiasevich

        Amends Section 21380(a)(2) to eliminate a grammatical ambiguity and clarify that the presumption of fraud and undue influence arises when the fiduciary either transcribed the instrument in question or caused it to be transcribed.

      7. Revises Probate Code Sections 610, 681 and 683;
        Adds New Probate Code Sections 675 and 676
        (Powers of Appointment)(T&E 2016-6)                                                                                    Kwon

        Amends Probate Code section 610 to define the term “power of appointment,” consistent with the definition contained in the Uniform Power of Appointment Act. Adds Probate Code section 675 to codify the doctrine of selective allocation. Adds Probate Code Section 676 to provide guidance regarding the disposition of unappointed property in the case of partial exercise of a power of appointment Amends Probate Code section 683 to clarify the rights of creditors to reach property subject to a general power of appointment held by the debtor.  Amends Probate Code section 681 to clarify the rights of creditors to reach property subject to a special power of appointment held by the debtor.

      8. Revises Probate Code Section 16350
        (Uniform Principal and Income Act)
                    (T&E 2016-7)                                                                                     Schenone

        Amends Probate Code section 16350(a)(2) to define capital asset as “property with an estimated life of one year or greater, other than inventory.

    2. Important guidelines for bill tracking

      1. Please use the approved format for legislative proposals.
      2. Please use the approved comment form for legislation comments.
      3. Always send your comments or position papers to Saul and Mark with copies to Chair Kohlmann, Vice Chair Lera, and Chair and Vice Chair of the Legislation Committee and not directly to a member of the legislative staff or author.
      4. Online Bill Tracking legislative information:

        www.leginfo.ca.gov/ or http://leginfo.legislature.ca.gov (Go to this website for texts of any bills that have not been uploaded to the agenda packet); CapitalTrack sites (See Legislation Committee Workroom Folder and Legislative Matric)

      5. Coordinate contact with legislative staff and testimony with the legislative staff and Saul and Mark.

    3. Report on 2015 Legislation

    1. Incapacity                                                                               Stroh/Thoreen

    2. AB 59

      Mental health services: assisted outpatient treatment.

      Waldron

      Follow

      Lera

      AB 193

      Mental Health: conservatorship

      Maienschein

      Support if Amended

      DeLeo/
      Carico

      AB 436

      Guardian or Conservator

      Jones

      Support

      Knitter

      AB 637

      POLST forms

      Campos

      Oppose

      Lindsley

      AB 1085

      Personal representatives: conservators and attorneys-in-fact.

      Gatto

      Support if Amended

      Thoreen

      SB 19

      Physician Orders for Life Sustaining Treatment form: statewide registry.

      Chang

      Follow

      Corey/
      Lera

      SB 33

      Medi-Cal; estate recovery

      Hernandez

      Support

      Lera

      AB X215/
      SB 128

      End of life

      Wolk

      Technical Comments

      Wilkerson

      SB 196

      Elder abuse; protective orders

      Hancock

      Oppose

      Thoreen

      SB 406

      Employment: leave.

      Jackson

      Watch

      Wilkerson

      SB 589

      Conservatorships.

      Block

      Support

      Thoreen

      SB-269

      Conservator appointments: compensation.

      Vidak

      Support if Amended

      Carico/
      Plottel



    3. Estate Planning                                                                       Reimann

    4. AB 139

      Nonprobate transfers: revocable transfer
      upon death deeds.

      Gatto

       Oppose Unless Amended

      Prouty

      AB 195

      Unauthorized access to computer systems.

      Chau

      Watch at committee level

      Lauth

      AB 459

      Insurance; insurable interest

      Daly

      Watch at committee level

      Gold

      AB 432

      Civil Procedure; electronic signatures

      Chang

      Watch at committee level

      Gold

      SB 414

      Marriage.

      Jackson

      Watch at committee level

      Ascher

      SB 161

      Uniform Fraudulent Transfer Act

      Vidak

      Watch at committee level

      Prokey

      SB 308

      Debtor exemptions.

      Wieckowski

      Watch at committee level

      Wargo

      AB 1049

      Parent and child relationship.

      Patterson

      Watch at committee level

      Wargo

      AB 1131

      Insurance: electronic transmission.

      Dababneh

      Watch at committee level

      Carchidi



    5. Litigation                                                                                Horwitz

    6. AB 1337

      Medical records: electronic delivery.

      Linder

      Support

      Lamping



    7. Tax                                                                                          Prokey

    8. SB 8

      Tax on services rendered and received (double)

      Hertzberg

      Watch at committee level

      Prouty

      AB 154

      Taxation; Federal Conformity

      Ting

       

      Prouty

      AB 571

      Property tax; Penalties re Change in Ownership Statement

      Brown

      Oppose Unless Amended

      Shaver

      AB 657

      Property tax; Change in Ownership Stmt filing deadline 150 days
      after death; no longer tied to I&A.

      Achadjian

      Oppose

      Prouty



    9. Trust and Estate Administration                                             Poochigian


    10. AB 244

      Mortgages and Deeds of Trust

      Eggman

      Watch

      Prokey

      AB 355

      Unclaimed property:safe deposit boxes

      Garcia, E

      Watch

      Lauth/Shepard

      AB 380

      Marriage: putative spouse

      Waldron

      Watch

      Prouty

      AB 506

      Limited liability companies.

      Maienschein

      Support

      Prokey

      AB 548

      Estates: Administrators.

      Garcia, C.

      Support

      Lauth

      AB 691

      The Privacy Expectation Afterlife and Choices Act (PEAC).

      Calderon

      Oppose

      Kwon

      SB 155

      Decedent's estate

      Hertzberg

      Support (Sponsor Ltrs)

      Lauth

      SB 308

      Debtor exemptions.

      Wieckowski

      Watch at committee level

      Shaver

      SB 426

      Annuities: cash surrender benefits.

      Leyva

      Watch at committee level

      Kerner

      SB 785

      Estates and trusts: creditor's claim.

      Morrell

      Support if Amended

      Poochigian











 

4. Incapacity (_____ min)                                                                 Stroh/Thoreen

A. Marriage Committee
(Confidential Marriage; Capacity to Marry/Divorce)                              Thoreen/ McKissock  

B. Update to Probate Code Section 2365.5                                            Lindsley

5. Conference of California Bar Associations (___ min.)                   Stroh

A.  Update on CCBA Resolutions                                                    Stroh

6. Trust and Estate Administration (___ min.)                                   Poochigian

A. Uniform Trust Decanting Act                                                             Bratt

B. Non-probate Transfers of Vehicles                                                    West

C. Conforming Probate Code with Cal. LLP/LLC Law                        Prokey

D. Tax Reimbursement Clauses and Rights of Creditors                        Prokey

E. Modification of Probate Code §21524                                              Shaver

F. Hasso Revisited - Probate Code §16350 (See ALPs)                       Schenone

G. Statutory Authorization for Trustee to Temporarily Authority          Ascher

Delegate of Signing Authority

7. Uniform Laws (___ min)                                                                  Kwon

A.        UFADAA/PEAC                                                                      Kwon

B.        Uniform Trust Decanting Act                                                      Kwon

            (see Trusts & Estates Admin. VI.A)

C.        Revisions to Uniform Principal and Income Act                          Kwon

 

***     LUNCH BREAK     ***

 

8. Educating Seniors (___ min.)                                                          Knitter

A.        Community Presentations/Town Halls                                        Ellerman

B.        State Bar Pamphlets                                                                   Knitter

C.        Attorney Training                                                                       Carico

9. Membership & Marketing (___ min.)                                            West

A. Collaboration with Other Sections                                                     West

B. Ethics Guide- Update                                                                        Buelter

C.  Benefits Announcements                                                             West

10. Ethics  (___ min)                                                                          Ascher

A. Comments re New Ethics Rules                                                      Ascher

B. Comment re MCLE Requirements                                                  Ascher

11. Estate Planning (___ min)                                                          Reimann

A. Uniform Power of Appointment Act-Legislative Proposal        ????

B. Transfer on Death Deeds Legislation (See Legislation)             ????

12. Litigation (___ min.)                                                        Horwitz

A. Creditor Rights in Spendthrift Trusts                                     ????

B. Discovery in Trust Litigation                                                    Stroh

C. New Cases of Interest                                                        Horwitz

13. Education (___ min.)                                                                Ellerman

A. Fall Roadshow                                                                     Ellerman

B. Webinars                                                                              Ellerman/Matiasevich

C.  Your Legal Rights                                                                Ellerman

D.  Sponsorship                                                                         Ellerman         

14. Social Media (___ min)                                                                West

15. Tax (___ min)                                                                               Prokey

16. Long-Range Planning (___ min)                                                  Lera

17. CLRC (___ min)                                                                           Kwon

18. Quarterly (___ min)                                                                    Pierson

19. New Business/Old Business

UPCOMING ATTRACTIONS:

  1. Next Meeting –March 12, 2016    Sacramento, CA
    1. Nominating Committee – March 11, 2016   Sacramento, CA
  2. Travel Reimbursement