Untitled Document

Trusts and Estates Section, Trusts and Estate Administration

Notice and Agenda

Tuesday, March 14, 2017
5 p.m. – 6 p.m.

Conference Call-In number: 855-520-7605
Passcode: 7112871952

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.

Open Session

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

IV. Business

  1. Section Pending Legislation and Affirmative Legislative Proposals.

  2. Uniform Trust Decanting Act.

  3. Revocable Transfer on Death Deeds.

  4. Non-Probate Transfers of Vehicles.

  5. Marriage of Cooper and Probate Code §5305

  6. 17200 Petitions and Revocable Trusts.

  7. 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).

  8. H.        Articles for the Quarterly, Webinars, Suggestions for Education Committee

Meeting Notice

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
  • 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
  • 514 Via De La Valle, Suite 300A, Solana Beach, CA 92075
  • 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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