The purpose of the Estate Planning, Trust and Probate Section is to provide a forum for education programs in the fields of estate planning, probate, trust, conservatorship and elder law, to assist members and associate members to practice in these fields, to foster collegiality among members, and to facilitate communications with the court. We provide monthly speaker luncheons on the 3rd Thursday of the month at the San Mateo Elks Lodge. We sponsor talks geared toward members new to the practice area. Those new attorney events are held quarterly on the 2nd Thursday of the month in the Probate Department of the Superior Court. MCLE and Legal Specialization credit is available at our events.

To see all upcoming MCLE events provided by the Estate Planning & Probate Section, click on the Calendar located at the top of the page or click here.

Co-Chair: Heather Boshears
Co-Chair: Jamay Lee

We are excited to announce that the Estate Planning Bylaws have been approved by the Section Members and the SMCBA Board. You are welcome to view them by clicking here.