Trusts and Estates Section Executive Committee

Notice and Agenda

Friday, April 28, 2017 – 9 a.m. – 5 p.m.
Sunday, April 30, 2017 – 9 a.m. – 12:30 p.m.

One Seascape Resort Drive
Aptos, CA  95003

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.

 

Friday, April 28—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
    1. Welcome/Introductions
    2. 2017 Planning Session Schedule
    3. Approval of Minutes of March 25, 2017 Meeting
    4. Report of the Vice Chair
    5. Report of the Section Administrator
    6. Council of State Bar Sections
  2. Nominating Committee Review
  3. Quarterly Editorial Board Review
  4. Legislation Committee Review
  5. Incapacity Committee Review
  6. Trust and Estate Administration Committee Review
  7. Uniform Laws Committee Review
  8. Educating Seniors Project Committee Review
  9. Membership and Marketing & Social Media Committee Review
  10. Ethics Committee Review
  11. Estate Planning Committee Review
  12. Litigation Committee Review
  13. Education Committee Review
  14. Tax Committee Review
  15. CLRC Committee Review
  16. Final Remarks

 

Sunday, April 30—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

  1. Further review of April 28, 2017 agenda items
  2. Long Range Planning Committee Review
  3. Final 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: http://sections.calbar.ca.gov/Sections/MeetingAgendas.aspx

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