AGENDA FOR EXECUTIVE COMMITTEE MEETING
TRUSTS AND ESTATES SECTION, STATE BAR OF CALIFORNIA
REGULAR TEXCOM AGENDA

Resort at Squaw Creek
400 Squaw Creek Road, Olympic Valley, CA 96146

May 3, 2015
9:00 a.m. - 12:00 noon

Call in: 855-520-7605 Conference Code: 4064560321

  1. Conference of California Bar Associations - Stroh
    (Review of CCBA Resolutions)
  2. Litigation - Stroh/Thoreen
    1. Creditor Rights in Spendthrift Trusts - Carchidi
    2. B. Discovery in Trust Litigation Stroh
    3. C. Joint Committee on Probate Code 21380 Matiasevich
    4. Subcommittee to Study Creditor's Rights re Trusts - Stroh
    5. New Cases of Interest - Horwitz
    6. Judgment Liens - Matiasevich
    7. Judicial Council Requests for Comment (LEG15-02) - Stroh
  3. Trust and Estate Administration - Lauth
    1. Modification and Termination of Trust- Proposed ALP - Poochigian
    2. T&E Quarterly Symposium Issue - Kerner/Lauth
    3. Non-probate Transfers of Vehicles (N/R) - West
    4. Conforming Probate Code with Cal. LLP/LLC Law - Prokey
    5. Allen v. Stoddard - Prouty
    6. Tax Reimbursement Clauses and Rights of Creditors - Prokey
    7. Hasso Revisited - Probate Code §16350 - Schenone
    8. Declaration of Trust Funding (Kwok) - Kohlmann
    9. CCBA Resolution 2-10-14 - Gold
  4. Long-Range Planning - Kohlmann
  5. Membership & Marketing - West/Gold
    1. New Case Alerts - West
    2. Ethics Guide- Update - Corey/Buelter
    3. Other Member Benefits Ideas (Member survey results) - West
    4. Collaboration with Real Property Law Section - West
  6. Social Media - West
  7. Educating Seniors - Wilkerson
  8. Conference of California Bar Associations - Stroh
  9. Education - Ellerman/Lauth
    1. Annual Meeting Programs and Roadshow - Ellerman
    2. Spring Stand Alone Program - Ellerman
    3.  Legal Specialization Prep - Lauth/Ellerman
    4. Solo Summit Program - Ellerman
    5. Webinars - Ellerman/Matiasevich
    6. Your Legal Rights - Lauth
  10. Tax - Prouty
  11. Uniform Laws (N/R) - Kwon
  12. CLRC (N/R) - Wilkerson
  13. Ethics - Ascher
  14. Quarterly - Poochigian
  15. New Business/Old Business

UPCOMING ATTRACTIONS:

  1. Next Meeting - June 13, 2015, at the Westin Los Angeles Airport
  2. Travel Reimbursement