Trusts and Estates Section, Long Range Planning Committee

Notice and Agenda

Thursday, February 23, 2017
4 p.m. – 5 p.m.

Conference Call-in Number: 855-520-7605
Passcode: 4064560321

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 the public comment period.

III. Chair's Report

IV. Business

A. Update on Council of Sections Discussion

B. Separation of the Sections

C. Discussion of possible policy points we would like to see in any future governance structure for the Sections

D. Composition of Long Range Planning Committee or creation of a transition subcommittee

E. Final Remarks

Meeting Notice

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Lynn Taylor at least 72 hours prior to the meeting at 415-538-2042.

The notice and agenda is available at:

Additional call-in locations:

  • 6050 El Tordo, Rancho Santa Fe, CA 92067
  • 455 Capitol Mall Ste 350, Sacramento, CA 95814
  • 2502 Stevens Creek Blvd., San Jose, CA 95128
  • 656 Santa Rosa, Suite 2A, San Luis Obispo, CA 93401
  • 140 Town and Country Drive, Ste A, Danville, CA 94526

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