Trusts and Estates Section Incapacity Committee

Notice and Agenda

March 13 agenda
March 23 agenda

Monday, March 13, 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. Legislation Report

  1. Review Bills Assigned from Legislation Subcommittee to Incap Requiring Reports
  2. Discussion of Newest Reports Posted in Workroom since Last Meeting
  3. Vote on Bill Recommendations
  4. Assign Specific Bills for Further Review

V. Old Business (Non-legislation)

  1. Recap of TEXCOM meetings or communications since last subcommittee meeting
  2. Capacity to Marry/Confidential Marriage
  3. Report by Conservatorship Fees Working Group (Chris Carico, Carlena Tapella, and David Knitter)
  4. Firearms Working Group

VI. New Business

  1. Matters/issues forwarded by TEXCOM chair
  2. Legislation/issues forwarded by the Legislation Subcommittee
  3. Pending legislation relevant to Incap
  4. CCBA resolutions for comment or tracking by Incap
  5. Discussion of proposed future projects for Incap
  6. Updates on status of ALPs of relevance to Incap
  7. Proposals for new ALPs
  8. Discussion of issues for presentation at the next TEXCOM meeting
  9. Discussion of matters of procedure for Incap Meetings
  10. Discussion of Bagley-Keene issues/questions
  11. Discussion regarding the formation of additional working/study group(s)
  12. Discussion of agenda items for Thursday, March 23, 2017 meeting

VII. Next Incapacity Committee Meeting: Thursday, March 23, 2017 at 4 p.m.

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

  • 400 S. Hope St. 8th Fl, Los Angeles, CA 90071 
  • 841 Apollo St Ste 450, El Segundo, CA 90245
  • 400 Capitol Mall Fl 11, Sacramento, CA 95814
  • 23101 Lake Center Dr. Ste 325, Lake Forest, CA 92630
  • 190 S. Orchard Ave. Ste C-200, Vacaville, CA 95688
  • 4364 Bonita Rd #461, Bonita, CA 91902
  • 400 McAllister St. #205, San Francisco, CA 94102
  • 7311 Greenhaven Dr. Ste 273, Sacramento, CA 95831
  • 819 Eddy Street, Stadtmuller House, San Francisco, CA 94109-7701
  • 70 S. 1st St., San Jose, CA 95113-2406
  • 1646 N California Blvd Ste 250, Walnut Creek, CA 94596
  • 2049 Century Park E 32nd Fl, Los Angeles, CA 90067-3206
  • 514 Via De La Valle Ste 300A, Solana Beach, CA 92075
  • 16450 Los Gatos Blvd Ste 209, Los Gatos, CA 95032,CA 95032-5594
  • One Post St, #600, San Francisco, CA 94104

You may subscribe (or unsubscribe) to an e-mail list to receive notice of when Trusts and Estates Section agendas have been posted. 

Thursday, March 23, 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. Legislation Report

  1. Review Bills Assigned from Legislation Subcommittee to Incap Requiring Reports
  2. Discussion of Newest Reports Posted in Workroom since Last Meeting
  3. Discussion of Specific Bills
  4. Vote on Bill Recommendations
  5. Assign Specific Bills for Further Review

V. Old Business (Non-legislation)

  1. Recap of TEXCOM meetings or communications since last subcommittee meeting
  2. Capacity to Marry/Confidential Marriage
  3. Report by Conservatorship Fees Working Group (Chris Carico, Carlena Tapella, and David Knitter)
  4. Firearms Working Group

VI. New Business

  1. Matters/issues forwarded by TEXCOM chair
  2. Legislation/issues forwarded by the Legislation Subcommittee
  3. Pending legislation relevant to Incap
  4. CCBA resolutions for comment or tracking by Incap
  5. Discussion of proposed future projects for Incap
  6. Updates on status of ALPs of relevance to Incap
  7. Proposals for new ALPs
  8. Discussion of issues for presentation at the next TEXCOM meeting
  9. Discussion of matters of procedure for Incap Meetings
  10. Discussion of Bagley-Keene issues/questions
  11. Discussion regarding the formation of additional working/study group(s)
  12. Discussion of agenda items for Thursday, March 23, 2017 meeting

VII. Next Incapacity Committee Meeting: Monday, April 17, 2017 at 4 p.m.

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

  • 400 S. Hope St. 8th Fl, Los Angeles, CA 90071
  • 841 Apollo St Ste 450, El Segundo, CA 90245 
  • (400 Capitol Mall Fl 11, Sacramento, CA 95814
  • 190 S. Orchard Ave. Ste C-200, Vacaville, CA 95688
  • 4364 Bonita Rd #461, Bonita, CA 91902
  • 400 McAllister St. #205, San Francisco, CA 94102
  • 7311 Greenhaven Dr. Ste 273, Sacramento, CA 95831
  • 819 Eddy Street, Stadtmuller House, San Francisco, CA 94109-7701
  • 70 S. 1st St., San Jose, CA 95113-2406
  • 1646 N California Blvd Ste 250, Walnut Creek, CA 94596
  • 2049 Century Park E 32nd Fl, Los Angeles, CA 90067-3206
  • 514 Via De La Valle Ste 300A, Solana Beach, CA  92075
  • 16450 Los Gatos Blvd Ste 209, Los Gatos, CA  95032,CA 95032-5594
  • One Post St, #600, San Francisco, CA 94104

You may subscribe (or unsubscribe) to an e-mail list to receive notice of when Trusts and Estates Section agendas have been posted.