Litigation Committee,
Trusts and Estates Section

Tuesday, May 9, 2017
4 p.m. – 5 p.m.

Notice and Agenda

Conference Call-in Number: 855-520-7605
Passcode: 3348492886

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, Ellen Louie at 415-538-2549 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. Business

  1. Legislation Review
    1. Status of Legislation Review / Bills Identified as Pertinent to TEXCOM
      • Discussion of specific bills
    2. Reports on Specific Bills Pertinent to Litigation Committee /  Assigned by Legislation Committee or Incapacity Committee / Assigned by TEXCOM
      • Discussion of specific bills;
      • Formation of working groups to evaluate specific bills;
      • Voting on specific bills.
    3. CCBA Resolutions

  2. Active Bills

    • AB 308 (procedures for litigation: TEXCOM ALP): Howard Horwitz
    • AB 439 (venue for Prob. Code § 850 petitions): Stacie Nelson
    • AB 1290 (conservatee a-c privilege): Carlena Tapella
    • SB 153 (Prob. Code § 21380; TEXCOM ALP): Matt Matiasevich

  3. Bills Currently Being Followed

    • AB 383 (discovery status conferences): Tim Chambers
    • AB 502 (crime compensation and elder abuse): Travis Neal
    • AB 828 (recovering cost of models): Daniel Murphy
    • AB 905 (foreign money judgments): Carlena Tapella
    • AB 976 (electronic filing): David Knitter
    • SB 467 (electronic appearances): Ellen McKissock
    • SB 468 (guardians ad litem): Matt Matiasevich
    • SB 543 (service of documents): Tim Chambers

  4. Lintz v. Lintz report – Chris Carico, Jeff Galvin, and Matt Matiasevich. Possible report or action on proposed ALP.
  5. Attorney liability for assisting in financial elder abuse – Howard Horwitz.
  6. Allen v. Stoddard – David Knitter and Jamie Brierton. Possible report or recommendation.
  7. Discussion of Education Programs and Articles – Matt McMurtrey.
  8. In re: Reynolds (creditor rights vis a vis spendthrift trusts) – Volunteer group considered.
  9. Trust Creditor Protections working group – Tim Chambers.
  10. Request regarding Funsten
  11. New cases of interest
  12. Attendance issues
  13. Inactive Projects — Notice To Consumer When Discovery Sought From Decedent CEDAR Request
  14. Suggestions — For next meeting’s agenda.
  15. Next Meeting — June 13, 2017 at 4:00 pm

Meeting Notice

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Ellen Louie at least 72 hours prior to the meeting at 415-538-2549.

Additional call-in locations:

  • 9100 Wilshire Blvd. Ste 655E, Beverly Hills, CA 90212
  • 1550 Hotel Cir N #300, San Diego, CA 92108 
  • 841 Apollo St Ste 450, El Segundo, CA 90245 
  • 400 Capitol Mall Fl 11, Sacramento, CA 95814 
  • 350 S Figueroa Street, Suite 602, Los Angeles, CA  90071
  • 190 S. Orchard Ave. Ste C-200, Vacaville, CA 95688 
  • 70 S. 1st St., San Jose, CA 95113-2406 
  • 819 Eddy St., San Francisco, CA 94109-7701 
  • 7311 Greenhaven Dr. Ste 273, Sacramento, CA 95831 
  • 400 S. Hope St. 8th Fl, Los Angeles, CA 90071 
  • 350 South Grand Avenue, Suite 3500, Los Angeles, CA 90071 
  • One Post Street, #600, San Francisco, CA  94104  
  • 1646 N California Blvd.,  Ste 250, Walnut Creek, CA  94596 
  • 2049 Century Park E 32nd Fl, Los Angeles, CA  90067-3206 

The notice and agenda is available at: http://sections.calbar.ca.gov/Sections/MeetingAgendas.aspx

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