Trusts and Estates Section Incapacity Committee

Notice and Agenda

Monday, February 27, 2017
4 p.m. – 5 p.m.

Conference Call-in Number: 855-520-7605
Passcode: 7789236830

The public may also join the open session of the teleconference meeting at the following locations:
180 Howard Street, San Francisco, CA  94105
845 S Figueroa Street, Los Angeles, CA  90017

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

Questions regarding any agenda item should be directed to the Section Coordinator, Lynn Taylor at 415-538-2042 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 committee reserves the right to limit the duration of public comment period.

III. Chair's Report

IV. Old Business

  1. Conservatorship Fees Working Group & Discussion of Survey

  2. Firearms Working Group

V. Legislation Report

  1. Bills Assigned from Legislation Subcommittee to Incap Requiring Reports

  2. Discussion of Newest Reports Posted in Workroom since Last Meeting

  3. Vote on Specific Bills

VI. New Business

VII. Next Incapacity Meeting:  Monday March 6, 2017

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:

  • 400 S. Hope St. 8th Fl, Los Angeles, CA 90071 – VIVIAN THOREEN
  • 841 Apollo St Ste 450, El Segundo, CA 90245 – CHRIS CARICO
  • (400 Capitol Mall Fl 11, Sacramento, CA 95814 – MARY DELEO
  • 23101 Lake Center Dr. Ste 325, Lake Forest, CA 92630 – BRAD ERDOSI
  • 190 S. Orchard Ave. Ste C-200, Vacaville, CA 95688 – DAVID KNITTER
  • 4364 Bonita Rd #461, Bonita, CA 91902 – PHIL LINDSLEY
  • 400 McAllister St. #205, San Francisco, CA 94102 – STELLA PANTAZIS
  • 7311 Greenhaven Dr. Ste 273, Sacramento, CA 95831 – CARLENA TAPELLA
  • 819 Eddy Street, Stadtmuller House, San Francisco, CA 94109-7701 – DANIEL D. MURPHY
  • 70 S. 1st St., San Jose, CA 95113-2406 – ELLEN MCKISSOCK
  • 1646 N California Blvd Ste 250, Walnut Creek, CA 94596 – LIZ ENGH
  • 2049 Century Park E 32nd Fl, Los Angeles, CA 90067-3206 – ANDREW KATZENSTEIN
  • 16450 Los Gatos Blvd Ste 209, Los Gatos, CA  95032,CA 95032-5594– CAROL ZOLLA
  • One Post St, #600, San Francisco, CA 94104 – MATTHEW MATIASEVICH

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