How the Heckerling Did It Get To Be 2020? – Feb 20th

February 20, 2020
12:00 PM – 1:30 PM

Fresh from the 54th Annual Heckerling Institute on Estate Planning, Laurelle Gutierrez, Charles (Chuck) Packer and Mark Shepherd will discuss a Heck of a lot from the Institute, including but not limited to:

1.   Shrinkage (of the stretch-IRA)
2.   Growth (2020 inflation factors)
3.   Magic (of grantor trusts)
4.   C, or not to C (corporations)
5.   Paranoia (Powell or otherwise)
6.   Exit Stage Right (in light of Kaestner)
7.   Friends (may be your favorite charity)
8.   Gambling (with or by Grandma)
9.   And a Heck of a lot more (or less)

The Estate Planning and Probate Section welcomes Hopkins & Carley as sponsor of this luncheon seminar.

This will be a joint event, hosted by the SMCBA’s Estate Planning & Probate Section and the Peninsula Estate Planning Council.

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for non-section members. Cost includes lunch and 1.5 hours of MCLE credit.

Registration and Information:
Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063. Attn: Events or bring a check with you to the event. *Please note what event you are paying for and the name of the attendee.

Directions:
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403
From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.

EP Section – Heckerling Continues (Despite Government Shutdown) – Feb. 21st

Register for this event today!

San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA  94403

Please join the Estate Planning & Probate Section on Thursday, February 21, 2019, at the Heckerling Continues (Despite Government Shutdown) event.

Despite Professor Donaldson’s prediction during the Q & A session at Heckerling that final 199A Regs. would be delayed due to the shutdown, final 199A Regs. were issued (but not discussed) the last day of the 53rd Annual Heckering Institute on Estate Planning. So, in addition to covering as much as possible from the Institute, the speakers will cover post-Heckerling developments including 199A Regs., time permitting.

Topics will include: Basis, Powers of Appointment, Engagement Letters, Foreign Property Ownership by U.S. Persons, Charitable Planning, Insurance Planning, IRA Trusts, Divorce planning (after TCJA alimony change), Fiduciary Selection, as well as numerous significant rulings from 2018. This will be a fast-paced presentation as the speakers will attempt to compress 30+ hours of learning into 1+ hour.

Special Note: This will be a joint event, hosted by both the Peninsula Estate Planning Council and the SMCBA’s Estate Planning & Probate Section.

Cost: Cost is $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for non section members. Cost includes lunch and 1.5  hours of MCLE credit.

Registration: Please login on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.

Directions:
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403

From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.