Trusts and Estates Section Executive Committee Agenda

April 21, 2013
Westin Verasa, 1314 McKinstry Street
Napa, California
8:30 a.m. – 12 p.m.

I.   WELCOME, REPORT OF VICE CHAIR, SECTION ADMINISTRATOR, AND NOMINATING COMMITTEE (5 min.)

     A. Welcome/Introductions ITO

     B. Approval of Minutes of the March Meeting ITO

     C. Report of the Vice Chair SCHENONE

                 1.  Finance report

                 2.  Retreat 2014

     D. Report of the Section Administrator BUELTER

     E. Council of State Bar Sections SCHENONE

II.  LEGISLATION ( min.) MATULICH/LERA

III. CONFERENCE OF CALIFORNIA BAR ASSOCIATIONS (   ) MATULICH

IV.       TRUST AND ESTATE ADMIN.  (40 MIN.) CRICKARD

     A. Fees for Will Lodging (New $50.00 Fee to Lodge Will) KOHLMANN

     B. Revisions to Probate Code Section 16361 KOHLMANN

     C. Allen v. Stoddard RICHARDS

     D. Fees in Probates with No Assets  (NR PROUTY

     E. Conforming Probate Code w/CA Partnership/LLC Law (NR)  SCHENONE

     F.  Trustee Property Petition (NR) LAUTH

     G. Tax Reimbursement Clauses and Rights of Creditors (NR) CRICKARD                     

V. LITIGATION (20 MIN)  CARCHIDI/STROH

     A. Andersen v. Hunt STROH

     B. Spendthrift Clauses (In re Reynolds Bankruptcy Case) CARCHIDI

     C. Estate of Giraldin LAMPING

     D. New Cases of Interest MATIASEVICH

VI.       BENCH BAR (10 MIN) PROUTY

VII.      INCAPACITY (  ) MATULICH

     A. Uniform Adult Guardianship and Protective Proceeding WILKERSON

                 Jurisdiction Act

     B. Fiduciary Fees and Fees on Fees KOHLMANN

VIII.     ETHICS  (10 MIN.) KOHLMANN

     A. Ethics Guide (Status update) KOHLMANN 

IX.       INCOME, PROPERTY, AND TRANSFER TAX (5  MIN.) PHARIES

     A. BOE 100 Project NO REPORT

     B. Tax Symposium (Quarterly Vol. 19, Issue 1) – 4/30/13 goal  PHARIES

    1. ATRA – Lou Mezzullo (tentative); Nancy Howard (back-up)
    2. Portability – Beyond the Basics – Andy Pharies (confirmed)
    3. Foreign Accounts and Clients – M. Read Moore (confirmed)
    4. BOE 100 Reform – Mark Poochigian/Elizabeth Pierson (tentative)
    5. Formula Clauses – Jeremy Crickard (confirmed)
    6. Estate Tax Includibility of Life Insurance Maintained Incident to Divorce – Danielle Miller (tentative)

X. QUARTERLY (NR) GERSON/LAMPING

A. Publication Update

  1. Volume 18, Issue 3 (old Fall, 2012)  -- Proofs GERSON
    1. Loew and Braccini--Before and After:  A Trustee’s Duties to Remainder Beneficiaries Before a Settlor’s Death (And After Estate of Giraldin)
    2. Streisand—Tortious Interference with Inheritance:  Is it a Brave New World in California (Part II)
    3. Fantl:  Property Tax Consequences for Transfers of California Real Property Into, During the Course of Administration, and out of GST Trusts
    4. Kohlmann:  “Friending,” “Tweeting,” and “Connecting”:  Ethical Issues Arising from Social Media
  2. Volume 18, Issue 4 (old Winter, 2013) LAMPING
    1. Osofky:  Bypass Trusts in the Context of Medi-Cal Planning
    2. Schiller: (unknown title)
    3. Gibson:  (unknown title)
    4. Rodriguez:  (unknown title)
    5. Hoffman:   (unknown title)
    6. Mooney:  (unknown title)
    7. Givner: (unknown title)
  3. Volume 19, Issue 1 (old  Spring, 2013)
    1. See Income, Property and Transfer Tax Report                       

  B. Updating Archive/ADA Compliance (no report) GERSON

  C. Copyright Issues (no report)  GERSON

XI.       THE UNIFORM LAWS COMMISSION (ULC) (10 MIN) HOWARD

     A. Fiduciary Access to Digital Assets KWON

     B. Uniform Trust Code  HOWARD

XII.      SOCIAL MEDIA  (10 MIN)  CRICKARD/PROUTY

XIII.     MEMBERSHIP AND MARKETING (5 MIN) SCHROFF

XIV.     EDUCATION (10 MIN.) SCHROFF

     A. Webinars LAUTH

     B. 2013 Annual Programs  SCHROFF

     C. Your Legal Rights LAMPING

     D. Solo Summit  SCHROFF

XV.      EDUCATING SENIORS (10 MIN.) WILKERSON

     A. Revive Speakers Bureau, including consistent content KLEIN

     B. Update publications, print and online, also translation to Spanish and Chinese WILKERSON

     C. Attorney training KNITTER

     D. Website: http://trustslaw.calbar.ca.gov/EducatingSeniors.aspx CARCHIDI

XVI.     ESTATE PLANNING (10 MIN.) RICHARDS

A. Decanting Statutes  RICHARDS

B. Estate Planning Basics Webinar/Seminar Programs

C. Review and update of forms/pamphlets on State Bar website

    1. Statutory Will form
    2. Do I Need ______?  (Estate Planning/Will/Living Trust)
    3. Additional Pamphlets?

XVII.    CALIFORNIA LAW REVISION COMMISSION (CLRC)(NR)          RICHARDS

XVIII.   LONG RANGE PLANNING (15 MIN.)                                                  RICHARDS

  1. Mentoring Program
  2. Review of CCBA Resolutions and Communications with CCBA
  3. Quarterly
  4. Nominating Committee Changes
  5. Legislative Style Manual
  6. Social Media
  7. Marketing

XIX.  NEW BUSINESS

UPCOMING ATTRACTIONS

     A. Next Meeting – June 8, 2013 Los Angeles Airport Marriott

B. Travel Reimbursement