The Trusts and Estates Section,
Estate Planning Committee

Notice and Agenda

Monday, March 13, 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

  • Pending Legislation

AB 384 - The Qualified ABLE Program: tax-advtgd. savings accounts - Yvonne Asher
AB 611 - Mandated Reporters of suspected financial elder abuse - Nancy Reimann
AB 786 - Statements of information; common interest development associations; llcs - Julia Gold
AB 790 - Identification cards: replacement: reduced fee. - John Prokey
AB 937 - Requests re: resuscitative measures; conflicting orders - Jenny Bratt
AB 925 - Williamson Act: contracts - Julia Gold
AB 1139 - Real property: transfer fees: notices - Mark Poochigian
AB 1304 - Personal income taxes: exclusion: CalKIDS - Yvonne Asher
AB 1322 - Property taxation: intercounty base year value transfers - Tom Shaver
AB 1398 - Annuities: cash surrender benefits - Carol Zolla
AB 1564 - Agricultural preserves: Williamson Act - Julia Gold
ACA 5 - Property taxation: base year value/diabled persons - Jenny Bratt
ACA 7 - Property taxation: intercounty base year value transfers - Carol Zolla
SB 179 - Gender identity: female, male, or nonbinary - Jenny Bratt
SB 218 - The Qualified ABLE program: tax advtgd. savings account - Yvonne Asher
SB 327 - Information privacy - Tom Shaver
SCA 1 - Retirement savings plans: funding prohibition - Carol Zolla

  • Comments to CLRC regarding RTODDs

  • 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: http://sections.calbar.ca.gov/Sections/MeetingAgendas.aspx

Additional call-in locations:

  • 548 W. Plumb Lane, Suite B, Reno, NV 89509
  • 444 Pearl Street, #A-1, Monterey, CA 93940
  • 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 Angeles, CA 90071-1448
  • 6050 El Tordo, Rancho Santa Fe, CA 92067
  • 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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