Trusts and Estates Section Executive Committee

Notice and Agenda

Saturday, March 25, 2017
9:30 a.m. – 3:30 p.m.

Weintraub Tobin
400 Capitol Mall, 11th Floor
Sacramento, CA  95814

Questions regarding any agenda item should be directed to the Section Coordinator, Ellen Louie at 415-538-2549 or 180 Howard Street, San Francisco, CA 94105-1639. The order of business is approximate and subject to change.

The order of business is approximate and subject to change.


Open Session

I. Roll Call

II. Public Comment

Members of the public may speak to any item on the agenda. The Executive Committee reserves the right to limit the duration of public comment period.

III. Chair's Report

IV. Business

  1. Welcome
    • a. Welcome
    • b. Approval of Minutes (January 14, 2017)
    • c. Report of the Vice Chair
    • d. Report of the Section Administrator
    • e. Next Meeting – April 27-30, 2017 – Aptos, CA
    • f. State Bar President’s Call
    • g. Council of State Bar Sections
  2. Long Range Planning Committee Review
  3. Nominating Committee Review
  4. Quarterly Editorial Board Review
  5. Conference of California Bar Associations
  6. Legislation
  7. Incapacity Committee Review
  8. Trust and Estate Administration Committee Review
  9. Uniform Laws Committee Review
  10. Educating Seniors Project Committee Review
  11. Membership and Marketing & Social Media Committee Review
  12. Ethics Committee Review
  13. Estate Planning Committee Review
  14. Litigation Committee Review
  15. Education Committee Review
  16. Tax Committee Review
  17. CLRC Committee Review
  18. Closing Remarks

Meeting Notice

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Ellen Louie at least 72 hours prior to the meeting at 415-538-2549.

The notice and agenda is available at:

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