The Trusts and Estates Section,
Estate Planning Committee

Notice and Agenda

Thursday, February 9, 2017
4:30 p.m.

Conference Call-In Number: 855-520-7605
Passcode: 6636824500

Additional call-in locations are noted at the end of the agenda

Questions regarding any agenda item should be directed to the Section Coordinator, John Buelter at 415-538-2341 or 180 Howard Street, San Francisco, CA 94105-1639.

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 Chair reserves the right to limit the duration of public comment period.

III. Chair's Report

IV. Business

  1. Pending Legislation

  2. Comments to CLRC regarding RTODDs

  3. Tips and Articles for the Quarterly

Meeting Notice

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify John Buelter at least 72 hours prior to the meeting at 415-538-2341.

The notice and agenda is available at:

Additional call-in locations:

  • 548 W. Plumb Lane, Suite B, Reno, NV 89509
  • 125 S. Market St., Ste 1250, San Jose, CA  95113
  • 5260 N. Palm Ave., Ste 421, Fresno, CA  93704
  • 333 S. Hope St., 43rd Fl, Los Aneles, CA  90071-1448
  • 4365 Executive Dr, Ste 11, San Diego, CA  92121
  • 4 Orinda Way, #250-B, Orinda, CA  94563
  • 514 Via De La Valle, Ste 300A, Solana Beach, CA  92075
  • 16450 Los Gatos Blvd., Ste 209, Los Gatos, CA 95032
  • 180 Howard St., San Francisco, CA 94105
  • 845 S. Figueroa St., Los Angeles, CA  90017

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