March 14, 2015
9:30 a.m. to 3:30 p.m.
Weintraub Tobin,
400 Capitol Mall, 11th Floor,
Sacramento, CA 95814

  1. Welcome, Report of the Vice Chair, Section Administrator (20 min. total)
    1. Welcome/Introductions - Crickard
    2. Approval of Minutes of November 1, 2014 - Crickard
    3. Report of the Vice Chair - Kohlmann
      1. Finance Report
    4. Retreat 2015 - Crickard/Gold
    5. Report of the Section Administrator - Buelter
    6. Council of State Bar Sections - Crickard
  2. Nominating Committee (15 min.) - Schenone
  3. Legislation (90 min.) - Lera/Ascher
    1. Status Review of Active ALP Projects:
      1. Probate Code Clarification Regarding Clerk's Duty To Provide Copy of Lodged Will - Lamping
        (T&E 2015-2)
        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 - 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. Revise 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. Revise 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.

    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 Schenone, Vice Chair Crickard, 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: or (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 - Lera
        AB 59 Mental health services: assisted outpatient treatment. Waldron Follow Lera
        AB 193 Mental Health: conservatorship Mainenschein Support DeLeo/ Carico
        AB 436 Guardian or Conservator Jones Support if Amended Knitter
        AB 1085 (Gatto D) Personal representatives: conservators and attorneys-in-fact. Gatto Oppose Unless Amended Thoreen
        SB 19 Physician Orders for Life Sustaining Treatment form: statewide registry. Chang Follow Corey/ Lera
        SB 128 end of life Wolk Technical Comments Stern/Wilkerson
        SB 196 elder abuse; protective orders Hancock Watch at Committee Level Stern
        SB 406 (Jackson D) Employment: leave. Jackson Watch Wilkerson
        SB 589 (Block D) Conservatorships. Block Support Thoreen
        SB-269 Conservator appointments: compensation. Vidak Support if Amended Carico/ Plottel
      2. Estate Planning
        AB 139 Nonprobate transfers: revocable transfer upon death deeds. Gatto   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     Watch at committee level Gold
        AB 432     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  
      4. Tax - Prouty
        SB 8 Tax on services rendered and received (double) Hertzberg Oppose  
        AB 657 Change in Ownership Stmt filing deadline 150 days after death; no longer tied to I&A. Achadjian Watch  
      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 Watch at committee level Prouty
        AB 506 (Maienschein R) Limited liability companies. Maienschein Watch Prokey
        AB 548 (Garcia, Cristina D) Estates: Administrators. Garcia, Cristina Support Lamping
        AB 691 (Calderon D) The Privacy Expectation Afterlife and Choices Act (PEAC). Calderon Oppose West
        SB 155 Decedent's estate Hertzberg Support (Sponsor Letters) Lauth
        SB 308 (Wieckowski D) Debtor exemptions. Wieckowski Watch at committee level Shaver
        SB 426 (Leyva D) Annuities: cash surrender benefits. Leyva Watch at committee level Kerner
        SB 785 (Morrell R) Estates and trusts: creditor's claim. Morrell Support if Amended Poochigian
  4. Incapacity (20 mins.) - Lera
    1. Joint Committee on PC 21380 (No Report) - Matiasevich
    2. Amendment to Probate Code Section 2640 and 2640.1 (No Report) - Lindsley
    3. Confidential Marriage (No Report) - Murphy
    4. Update to Probate Code Section 2365.5 (No Report) - Lindsley
    5. Conservatorship Oversight Hearings - Lera
  5. Estate Planning (5 mins.) - Carchidi
    1. Uniform Power of Appointment Act (No Report) - Carchidi
    2. Uniform Digital Assets Act (No Report) - Carchidi/Lauth
    3. Webinars (No Report) - Carchidi
    4. Transfer on Death Deeds Legislation (See Legislation) - Carchidi


  1. Litigation (20 min.)  Stroh/Thoreen
    1. Creditor Rights in Spendthrift Trusts (5 min.) - Carchidi
    2. Discovery in Trust Litigation (5 mins) - Stroh
    3. Joint Committee on Probate Code 21380 (N/R ) - Matiasevich
    4. Stine v. Del'Osso Case (3 min.) - Stroh/Thoreen
    5. New Cases of Interest (5 min.) - Horwitz
    6. Judgment Liens (5 min) - Matiasevich
  2. Trust and Estate Administration (30 min.) - Lauth
    1. Modification and Termination of Trust - 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 (N/R) - Prokey
    7. Hasso Revisited - Probate Code §16350 (1 min.) - Schenone
    8. Declaration of Trust Funding (Kwok)(N/R) - Kohlmann
    9. CCBA Resolution 2-10-14 - Gold
  3. Long-Range Planning (10 min.) - Kohlmann
  4. Membership & Marketing (10 min.) - West/Gold
    1. New Case Alerts (N/R) - West
    2. Ethics Guide- Update - Corey/Buelter
    3. Other Member Benefits Ideas (Member survey for approval) - West
    4. Collaboration with Real Property Law Section (N/R) - West
  5. Social Media (5 min.) - West
    1. Retreat Topic/Training
    2. Status Update re Social Media Presence
  6. Educating Seniors (10 min.) - Wilkerson
  7. Conference of California Bar Associations (1 min.) - Stroh
  8. Education (15 min.) - Lauth/Ellerman
    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
  9. Tax (15 min) - Prouty
  10. Uniform Laws (N/R) - Kwon
  11. CLRC (N/R) - Wilkerson
  12. Ethics (5 min.) - Ascher
  13. Quarterly (5 min.)  Poochigian
  14. New Business/Old Business


    1. Next Meeting – April 30-May 3, 2015, the Resort at Squaw Creek
    2. Travel Reimbursement