November 1, 2014
9:30 a.m. to 3:30 p.m.
Westin Los Angeles Airport, Los Angeles
(5400 W. Century Blvd., Los Angeles, CA 90045)

  1. Welcome, Report of the Vice Chair, Section Administrator  (25 min. total)
    1. Welcome/Introductions - Crickard
    2. Approval of Minutes of September 14, 2014 - Crickard
    3. Report of the Vice Chair - Kohlmann
      1. Finance Report
    4. Retreat 2015 Crickard
    5. Report of the Section Administrator   Buelter
    6. Council of State Bar Sections              Crickard
    7. Section Dues Schenone
  2. Nominating Committee (10 min.)  Schenone
  3. Long-Range Planning (5 min.)Kohlmann
  4. FATF Update and Developments (15 min.)                Ito
  5. Membership & Marketing (35 min.)             West/Gold
    1. New Case Alerts         West
    2. Ethics Guide- Update Corey/Buelter
    3. Other Member Benefits Ideas             West
    4. Request for Use of Quarterly Article                 West
  6. Social Media (10 min.)           West
  7. Educating Seniors (15 min.)  Knitter
  8. Legislation (10 min.)              Lera/Ascher
    1. Review of Active ALP Projects:
      1. Trustee Petition to Collect Property Without Probate Administration (T&E 2015-1) Lauth
        Permits the trustee of a decedent’s revocable trust that is designated as the remainder beneficiary in the decedent’s will to collect specifically identified assets of such remainder upon petition to the probate court, if the limited circumstances provided in the statute will apply to the decedent’s will and trust.
      2. 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.
      3. 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.
      4. 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.
    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. Legislation
      1. SB 1124: Medi-Cal Recovery (Vetoed) Lera
      2. AB 2415 - Tax Agents (Vetoed) Poochigian
      3. AB 1520 - Guardian ad litem for Pets (Vetoed) Carchidi
      4. AB 2685 - Victim Compensation (Chaptered) Lera
  9. Incapacity (No Report) - Lera
  10. Tax (10 min.) - Prouty
    1. T&E Quarterly Symposium Issue Prouty
  11. Estate Planning (30 min.)      Carchidi
    1. Uniform Power of Appointment ( 10 min.)       
    2. Uniform Digital Assets Act (15 min.) Carchidi/Lauth
    3. Webinars (5 min.)        Carchidi
  12. LUNCH
  13. Litigation (15 min.)  Stroh/Thoreen
    1. Determination of Character of Property Passing to
      Surviving Spouse (10 min.)  Thoreen/Carchidi
    2. Creditor Rights in Spendthrift Trusts (N/R)       Carchidi
    3. Discovery in Trust Litigation (N/R)     Stroh
    4. Joint Committee on Probate Code 21380 (N/R )        Matiasevich
    5. New Cases of Interest (5 min.)            Horwitz
  14. Trust and Estate Administration (30 min.)                Lauth
    1. Modification of Probate Code section 21524    Shaver
    2. Notice of Proposed Action (§§16501, 16502)   Ascher
    3. Declaration of Trust Funding (Kwok) Kohlmann Matiasevich
    4. Hasso Revisited - Probate Code §16350            Schenone
    5. T&E Quarterly Symposium Issue        Lauth
  15. Ethics  (20 min.)       Ascher
  16. Conference of California Bar Associations (5 min.)   Stroh
  17. Education (15 min.) Lauth/Ellerman
    1. Annual Meeting Programs and Roadshow         Ellerman
    2. Spring/Summer Stand Alone Program Ellerman
    3. Solo Summit Program Ellerman
    4. Webinars       Ellerman
    5. Your Legal Rights      Lauth
    6. Event Sponsorship      West/Pierson
    7. Possible Legal Specialization Prep       Lauth/Ellerman
  18. Uniform Laws (NR)              Kwon
  19. CLRC (NR)    Wilkerson
  20. Quarterly (10 min.)  Poochigian
  21. New Business/Old Business


    1. Next Meeting – January 17, 2015 –Westin St. Francis, 335 Powell St., San              Francisco
    2. Travel Reimbursement