Trusts and Estates Section, Trusts and Estate Administration
Notice and Agenda
Tuesday, February 21, 2017
5 p.m. – 6 p.m.
Conference Call-In number: 855-520-7605
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
Additonal 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.
I. Roll Call
II. Public Comment
Members of the public may speak to any item on the agenda. The Chair reserves the right to limit the duration of public comment period.
III. Chair's Report
A. Legislation, Including Section Pending Legislation and Affirmative Legislative Proposals.
B. Uniform Trust Decanting Act.
C. Revocable Transfer on Death Deeds.
D. Non-Probate Transfers of Vehicles.
E. Marriage of Cooper and Probate Code §5305
F. 17200 Petitions and Revocable Trusts.
G. Projects Not Currently Active at Committee Level.
1. Conforming Probate Code with California Limited Partnership Law.
2. Tax Reimbursement Clauses and Rights of Creditors.
3. Estate of Britel.
4. Allen v. Stoddard (Joint Committee With Litigation).
H. Articles for the Quarterly, Webinars, Suggestions for Education Committee.
In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Lynn Taylor at least seventy-two (72) hours prior to the meeting at 415-538-2042.
The notice and agenda is available at: http://sections.calbar.ca.gov/Sections/MeetingAgendas.aspx
Additional call-in locations:
- 5260 N. Palm Ave., Suite 421, Fresno, CA 93704
1901 Harrison St., Ste. 1500, Oakland, CA 94612
444 Pearl St. #A1, Monterey, CA 93940
4365 Executive Dr., Ste. 11, San Diego, CA 92121
6050 El Tordo, Rancho Santa Fe, CA 92067
548 W. Plumb Ln., Ste., B, Reno, NV 89509
2049 Century Park East, 32nd Floor, Los Angeles, CA 90067-3206
3075B Hansen Way, Palo Alto, CA 94304
400 McAllister St., # 205, San Francisco, CA 94102
125 S. Market St., Ste. 1250, San Jose, CA 95113
140 Town & Country Dr., Ste. A, Danville, CA 94526
4 Orinda Way #250-B, Orinda, CA 94563
16450 Los Gatos Blvd., Suite 209, Los Gatos, CA 95032-5594
275 Middlefield Road, Ste 100, Menlo Park, CA 94025
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