A Beginner’s Guide to Death and Divorce – Jan 9th

San Mateo County Superior Court
400 County Center
Judge Miram’s Courtroom – Dept 28
Redwood City, CA 94063
12:00pm – 1:15pm

Join speaker Sarah A. Brooks for a presentation on “A Beginner’s Guide to Death and Divorce” on Thursday, January 9, 2020 at noon. Ms. Brooks will provide an overview of the nuances of both death and divorce and how the probate code and the family law code intersect when an individual dies during a family law dispute.

The discussion will cover a basic understanding of the proper characterization of community and separate property assets and how they will ultimately be distributed to the spouse/former spouse, beneficiaries, or heirs as well as other issues to consider when administering a decedent’s trust or estate.

Sarah A. Brooks is a shareholder of Aaron, Riechert, Carpol & Riffle, APC and a Certified Specialist in Estate Planning, Trust, and Probate Law. Sarah focuses her practice on litigation arising from trust, estate, and conservatorship matters, including elder abuse litigation. A fierce advocate, she has successfully represented professional fiduciaries, beneficiaries, and others in all stages of litigation.

Cost: FREE but must RSVP.

Log-in on the SMCBA website to RSVP by Tuesday, January 7, 2020 or contact Sabrina M. Johnson. Please sign up as early as possible, and please let us know if your plans change.

Lunch will be provided by the SMCBA Estate Planning and Probate Section.

1 hour of MCLE Credit will be provided.

EP Section – Attacking and Defending Trusts in Divorce – Apr 18th

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, April 18, 2019 for a presentation on Attacking and Defending Trusts in Divorce  by Justin Miller.

This program will provide practitioners with a clear understanding of a variety of trust planning strategies (such as QTIPs, CRUTs, QPRTs, ILITs and Section 682 Support Trusts), will address the issues that often arise with these types of trust structures during the marital dissolution process, and will analyze how certain trusts can be used as a creative solution for the settlement of difficult or unusual divorce cases. In addition, this program will address the common question that often is a key factor in any settlement discussion—”Will it be enough?”

Our speaker will be Justin T. Miller, J.D., LL.M., TEP, AEP, CFP.

Cost: Cost is $40 per person for members of the Estate Planning Section who inform us in advance that they will attend and $55 for non-section members.

One hour of General MCLE Credit will be provided for attendance.

Registration: Please login on the SMCBA website or click here to register for this event.
If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94060, Attn: Events.

*Please note what event you are paying for and the name of the attendee.