TRUSTS AND ESTATES SECTION, LEgislation Committee

NOTICE AND AGENDA

Friday, April 29, 2016
2 p.m. - 3:30 p.m.

1122 Highway 41
Fish Camp, CA 93623

 

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.

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 Executive Committee reserves the right to limit the duration of public comment period.

III. Chair's Report

IV. Business

1. Status Review of Active ALP Projects:

a. AB 2080 – Poochigian

i. Revises Probate Code Section 8200

b. SB 1265 – Shaver

i. Revises Probate Code Section 21524

c. AB 1700 – Ascher

i. Revises Probate Code Section 21524

d. SB 1271 – Thoreen

i. Revises Probate Code Sections 13651 and 13656

e. SB 1158 – Poochigian

i. Revises Probate Code Sections 15403, 15404 and 15406

f. AB 2846 – Kwon

i. Revises Probate Code Sections 610, 681 and 683; Adds New Probate Code Sections 675 and 676

g. Uniform Principal and Income Act – Schenone

i. Possible for omnibus bill
ii. Revises Probate Code Section 16350

h. Commencement of Discovery and Enhanced Notice – Stroh

i. Revises Probate Code Sections 1000 and 851

i. Presumption of Fraud and Under Influence - Matiasevich

i. Revises Probate Code Section 21380

2. Important guidelines for bill tracking

a. Please used approved format for legislative proposals
b. Please use the approved comment form for legislation comments
c. Always send your comments or positions papers to Saul and Mark with copies to Chair Kohlmann, Vice Chair Lera, and Chair and vice chair of the legislation Committee and not directly to a member of the legislative staff or author
d. Online Bill Tracking legislative information

i. www.leginfo.ca.gov/ or http://leginfo.legislature.ca.gov

1. Go to this website for texts of any bills that have no been uploaded to the agenda packet

ii. CapitalTrack sites

1. See Legislation Committee Workroom Folder and Legislative Matric

e. Coordinate contact with contact with legislative staff and testimony with the legislative staff and Saul and Mark

3. Report on 2016 Legislation - Review of relevant legislation including but not limited to the following bills:

a. ALPS

i. AB 1700 – Ascher

1. Trusts: Notice of proposed action by trustee
2. Author: Maienschein R
3. Action: ALP

ii. AB 2080 – Poochigan

1. Probate of wills: death certificates
2. Author: Gallagher, R
3. Action: ALP

iii. AB 2846 – Kwon

1. Power of appointments
2. Author: Maienschein, R
3. Action: ALP

iv. SB 1158 – Poochigan

1. Trusts: modification or terminiation
2. Author: Anderson, R
3. Action: ALP

v. SB 1265 – Shaver

1. Marital deduction trusts
2. Author: Moorlach, R
3. Action: ALP

vi. SB 1271 – Thoreen

1. Summary probate procedures
2. Author: Moorlach, R
3. Action: ALP

b. Active

i. AB 244 – Prokey

1. Mortgages and Deeds of Trust
2. Author: Eggman
3. Action: Watch

ii. AB 691 – Kwon

1. The Privacy Expectation Afterlife and Choices Act
2. Author: Calderon
3. Action: Opose

iii. AB 1855 – Bratt

1. Uniform Trust Decanting Act
2. Author: Bonta
3. Action: Technical Comments

iv. SB 1150 – Crickard

1. Mortgages and deeds of trust: mortgage servicers and lenders: successors in interest
2. Author: Leno, D
3. Action: Watch

v. AB 244

1. Mortgages and Deeds of Trust
2. Author: Eggman
3. Action: Watch

vi. AB 691 - Kwon

1. The Privacy Expectations Afterlife and Choices Act
2. Author: Calderon
3. Action: Oppose

vii. AB 1855 - Bratt

1. Uniform Trust Decanting Act
2. Author: Bonta
3. Action: Possible Technical Comments

viii. SB 308 – Shaver

1. Debtor Expemptions
2. Author: Wieckowski
3. Action: Watch

ix. SB 894 – Shepard/West

1. Firearms: lost or stolen: reports
2. Author: Jackson
3. Action: Watch at a Subcommittee level

c. Incapacity

i. AB 1300 – McKissock

1. Mental health: involuntary commitment
2. Author: Ridley-Thomas
3. Action: Watch/Texcom

ii. AB 1581 – Thoreen

1. Consumer credit reports: security freezes: fees
2. Author: Rodriguez
3. Action: Watch/Texcom

iii. AB 1836 – Thoreen

1. Mental health: conservatorship hearings
2. Author: Maienschein
3. Action: Support/technical comments

iv. AB 2346 - Lindsley

1. Public social services: hearings
2. Author: Baker
3. Action: Support

v. SB 33 – Lindsley

1. Medi-Cal; estate recover
2. Author: Hernandez
3. Action: Support

vi. SB 909 – Poochigan

1. Property tax postponement: snt claimants
2. Author: Beall
3. Action: Watch/technical comments

vii. SB 938 – Knitter

1. Protective proceedings: conservator authorizations
2. Author: Jackson
3. Action: Support if amended

viii. SB 1117 – Lindsley

1. Public Social Service: special needs trusts
2. Author: Anderson
3. Action: Watch/Technical comments

ix. SB 1452 – Knitter

1. Conservators
2. Author: Wieckowski
3. Action: Watch/Texcom

d. Litigation

i. AB 2427 – Shapiro

1. Postmortem photographs
2. Author: Chau
3. Action: Technical comments

e. Planning

i. AB 1779 – Poochigian

1. Nonprobate transfers: revocable transfer on death dead
2. Author: Gatto
3. Action: Watch

ii. AB 1875 – Hultgren

1. State teachers’ retirement: option beneficiaries: trusts
2. Author: Chavez
3. Action: Watch
iii. AB 1974 – Poochigian

1. County recorder: recordation of documents
2. Author: Gallagher
3. Action: Watch

f. Tax

i. AB 657 – Kerner

1. Property tax: change in ownership stmt filing deadline 150 days after death; no longer tied to I&A
2. Author: Beall
3. Action: Technical comments/see incap

ii. SB 909

1. Property tax postponement: SNT claimants

4. Final Remarks

 

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

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