TRUSTS AND ESTATES SECTION EXECUTIVE COMMITTEE AGENDA

June 13, 2015
Westin Los Angeles Airport
5400 W. Century Blvd., Los Angeles, CA 90045

DIAL-IN NUMBER: (855) 520-7605; PASSCODE: 4064560321#

  1. Welcome, Report of the Vice Chair, Section Administrator (20 min. total)
    1. Welcome/Introductions Crickard
    2. Approval of Minutes of May 1-3, 2015 Crickard
    3. Report of the Vice Chair Kohlmann
      1. Finance Report
    4. Report of the Section Administrator Buelter
    5. Council of State Bar Sections Crickard
  2. Nominating Committee (N/R) - Schenone
  3. Legislation - Lera/Ascher
    1. Status Review of Active ALP Projects:
      1. Probate Code Clarification Regarding Clerk's Duty To Provide Copy of Lodged Will (T&E 2015-2) - Lamping

        Would amend 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. Revised Probate Code Section 21524 (T&E 2016-1) - Shaver

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

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

        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.
    2. B. 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 Crickard, Vice Chair Kohlmann, 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. C. Report on 2015 Legislation
      1. Incapacity - Lera

        AB 59

        Mental health services: assisted
        outpatient treatment.

        Waldron

        Follow

        Lera

        AB 193

        Mental Health: conservatorship

        Mainenschein

        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

        SB 128

        End of life

        Wolk

        Technical Comments

        Stern/
        Wilkerson

        SB 196

        Elder abuse; protective orders

        Hancock

        Support

        Stern

        SB 406

        Employment: leave.

        Jackson

        Watch

        Wilkerson

        SB 589

        Conservatorships.

        Block

        Watch

        Thoreen

        SB-269

        Conservator appointments: compensation.

        Vidak

        Support if Amended

        Carico/
        Plottel

      2. Estate Planning - Carchidi

        AB 139

        Nonprobate transfers: revocable transfer
        upon death deeds.

        Gatto

         Oppose Unless Amended

        Prouty

        AB 1326

        Virtual currency

        Dabajneh

        Watch at committee level

        Kwon

        AB 195

        Unauthorized access to computer systems.

        Chau

        Watch at committee level

        Lauth

        AB 707

        Agricultural land: Williamson Act contracts:
        cancellation.

        Wood

        Watch at committee level

        Paeske/
        Wargo

        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

      3. Litigation - Stroh/Thoreen

        AB 1337

        Medical records: electronic delivery.

        Linder

        Support

        Lamping

      4. Tax - Prouty

        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

      5. Trust and Estate Administration Lauth

        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

        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

        West

        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 - Lera
    1. Joint Committee on PC 21380 (N/R) - Matiasevich
    2. Confidential Marriage (N/R) - Murphy
    3. Update to Probate Code Section 2365.5 (N/R) - Lindsley
    4. Conservatorship Oversight Hearings - Lera
    5. Judicial Council Requests for Comment - Lera
      1. SP15-02 - Horwitz
      2. SPR15-28 - Matiasevich
      3. SPR15-29 - Wilkerson
  5. Trust and Estate Administration - Lauth
    1. Modification and Termination of Trust- Proposed ALP - Poochigian
    2. Non-probate Transfers of Vehicles (N/R) - West
    3. Conforming Probate Code with Cal. LLP/LLC Law (N/R) - Prokey
    4. Tax Reimbursement Clauses and Rights of Creditors (N/R) - Prokey
    5. Hasso Revisited - Probate Code §16350 - Schenone
    6. Declaration of Trust Funding (Kwok) - Kohlmann
    7. CCBA Resolution 2-10-14 (N/R) - Gold
    8. Trustee Temporary Delegation of Signing Authority (N/R) - Ascher
  6. Educating Seniors (10 min.) - Wilkerson
    1. Response to Speaker Attorney Recruitment Efforts - Ellerman
    2. ESP Brochure; State Bar Pamphlets (no longer printing) - Knitter
  7. Membership & Marketing (5 min.) - McMurtrey
    1. Ethics Guide- Update - Corey/Buelter
    2. Benefits Announcements - McMurtrey
  8. Conference of California Bar Associations (20 min.) - Stroh
    1. 5-05 Attorneys' Fees/Costs Failure to Provide Trust Terms - West/Stroh
    2. 6-06 Civil Procedure: Notice to Deceased Consumer re Subpoenaed Records - Carchidi
    3. 9-02 Spousal Transfers - Matiasevich
    4. 10-01 Sex Offender Registration - Knitter
  9. Ethics (20 min) - Ascher
    1. Request for Comments re New Ethics Rules - Ascher
    2. Request for Comment re MCLE Requirements - Ascher
  10. Litigation (15 min.) - Stroh/Thoreen
    1. Creditor Rights in Spendthrift Trusts (N/R) - Carchidi
    2. Discovery in Trust Litigation (N/R) - Stroh
    3. TOD Statutes of Limitation (5 min.) - Stroh
    4. Judicial Council Requests for Comment (LEG15-02) (5 min) - Thoreen
    5. New Cases of Interest (5 min.) - Horwitz
  11. Education - Ellerman/ Lauth
    1. Annual Meeting Programs and Roadshow - Ellerman
    2. Spring Stand Alone Program - Ellerman
    3. Legal Specialization Prep - Ellerman/ Lauth
    4. Solo Summit Program - Ellerman
    5. Webinars - Ellerman/ Matiasevich
    6. Your Legal Rights - Lauth
  12. Social Media (10 min) - West
  13. Tax (N/R) - Prouty
  14. Estate Planning - Carchidi
    1. Uniform Power of Appointment Act (Retreat Session) Carchidi
    2. Uniform Digital Assets Act Carchidi/ Lauth
    3. Webinars Carchidi
    4. Transfer on Death Deeds Legislation (See Legislation) Prouty
  15. Long-Range Planning - Kohlmann
  16. Uniform Laws - Kwon
  17. CLRC (N/R) - Wilkerson
  18. Quarterly (5 min) - Poochigian
  19. New Business/Old Business

Upcoming Attractions

  1. Next Meeting - October 8-11, Anaheim (State Bar Annual Meeting)
  2. Travel Reimbursement