The Exam and You--Estate Planning Through Administration and Litigation

Presented by The State Bar of California Trusts and Estates Section

Thursday, June 8, 2017
8:30 a.m. - 4:15 p.m.
The State Bar of California
845 South Figueroa Street
Los Angeles, CA 90017

Earn 6.5 Hours MCLE and Legal Specialization Credit in Estate Planning, Trust and Probate Law

We will be offering online registration in the near future. Please check back. Online registration will close after June 1.

Schedule | Speakers | Essential Information | Mail/Fax Reg. Form

Schedule

Registration

8 a.m.

Session I -- Introduction to the Specialization Exam, Its Format, Subjects Covered and Professional Responsibility

8:30 a.m. – 10 a.m. -- 1.5 units CLE Credit

Session I will review the format of the Exam and its grading. The presenters will discuss study tips, and approaches to answering questions. The presenters will provide an introduction to the subject areas and cover the first area, professional responsibility.

Break

10 a.m. – 10:15 a.m.

Session II -- Tax Planning Matters

10:15 a.m. – 11:45 a.m. -- 1.5 units CLE Credit

Session II will cover tax planning matters, tax procedures and tax returns. Tax planning through the use of QPRTs, GRATs, IDGTs, and generation-skipping trusts will be covered.

Lunch

11:45 a.m. – 12:30 p.m.

Note: This will be a networking lunch and does not include a presentation

Session III -- Estate Planning, Incapacity, and Trust Administration

12:30 p.m. – 2:30 p.m. -- 2.0 units CLE Credit

Session III will cover estate and incapacity planning, and administration procedures. The speakers will cover wills, trusts, powers of attorney, Medi-Cal planning, conservatorships, and the duties owed by a trustee. Emphasis will be placed on trust administration procedures.

Break

2:30 p.m. – 2:45 p.m.

Session IV -- Probate Administration, Creditors and Litigation

2:45 p.m. – 4:15 p.m. -- 1.5 units CLE Credit

Session IV will cover additional administrative procedures, probate, selected litigation, and creditor’s claims.
This one day comprehensive exam preparation program will feature presentations by two highly qualified experts in the field of legal specialization:

Speakers

Patrick Kohlmann

Patrick Kohlmann specializes in the areas of trust and decedent’s estate administration and related litigation, estate planning, business planning, and tax planning.

Mr. Kohlmann is the immediate past chair of the Executive Committee of the State Bar of California, Trusts and Estates Section, and still serves on the Committee. He is also a member of the Probate and Mental Health Advisory Committee to the Judicial Council. He is a Certified Specialist in Estate Planning, Trust and Probate Law, is licensed as a CPA, and is a Fellow of the American College of Trust and Estate Counsel. Mr. Kohlmann has been selected as a “Lawyer of the Year” in both Tax Law and Trusts & Estates by Super Lawyer (Thomas Reuters), and is listed in The Best Lawyers in America.

Mr. Kohlmann is a frequent lecturer for the State Bar of California, the California Continuing Education of the Bar (CEB), CalCPA, and many other professional organizations. He has been one of the San Francisco panelists for CEB’s “Estate Planning and Administration: Year in Review” for the last several years, and is currently its moderator. Mr. Kohlmann has published a variety of articles on estate planning, probate, and trust law.

Mr. Kohlmann is a competitive marathoner, and has run the Chicago, New York and Boston Marathons, as well as many others.

Davd B. Gaw

Davd B. Gaw, Managing Partner Co-Founder In 1972, Dave co-founded Gaw Van Male with his friend Nick. Over the next 45 years, the firm grew to become Napa Valley’s premier law firm. Dave serves as the firm’s managing partner, guiding its lawyers and creating strategies for the near future.

A core GVM value is community involvement. Dave has lived this value the entirety of his legal career. Dave is heavily involved in the Napa Valley community, having been present for much of the community’s change over the years. He has seen Napa grow from a small town into the thriving center for wine and business that it is today. Dave is a past Chairman of many Napa Valley organizations including North Bay Bancorp and most recently the Napa Valley Community Foundation. Dave’s gratitude for his wonderful life encourages him to give back to the community that has fostered Gaw Van Male and served as an outstanding place to raise a family.

Dave Gaw advises high net worth individuals and families in all aspects of estate planning, including tax-advantaged transfers of assets, multigenerational planning, the taxation of trusts and estates and charitable giving. As a trusted advisor, he counsels a broad range of clients, including owners of national companies, closely held businesses, and international clients with multi-jurisdictional contacts. He proudly lists some of California’s leading vineyard owners, winemakers, farmers and ranchers amongst his most significant clients.

Dave is a Certified Specialist in Estate Planning, Probate and Trust Law, designated by the State Bar of California Board of Legal Specialization. He is a former member of the Executive Committee for the State Bar of California Estate Planning, Trust and Probate Section. He is also a certified Elder Law Attorney of the National Elder Law Foundation, a member of the prestigious Council of Advanced Practitioners of the National Academy of Elder Law Attorneys, and an ACTEC fellow; as well as Vice President of LAWPACT, an International Association of Independent Business Law Firms.

Dave is a frequent lecturer for the State Bar of California, the Continuing Education of the Bar, the CalCPA Education Foundation, and various private groups throughout California and the nation. He is the creator of The Gaw System: The Art of High End Estate Planning, and The Gaw System of Trust Administration which are widely used by attorneys and CPAs. He has authored the California Trust Administration (CEB) chapters Administering the Single-Person Trust After Settlor’s Death, and Subtrust Allocation and Funding on the Death of the First Spouse, and co-author of Administering Moderate Married Settlor Trust on the Death of the First Spouse and Further Steps After the Death of the First Spouse. He is also the author of the CEB Action Guides Marital Deduction Subtrust Funding and Administering a Single-Person Trust After Settlor’s Death.

Essential Information

Printable Brochure

We will be providing a printable brochure for your convenience.

Cancellations / Refund Policy

Cancellations and requests for refunds must be received in writing no later than Thursday, June 1, 2017 and are subject to a $50 service charge. Refunds will not available after this date.

Questions

For registration information call 415-538-2508. Telephone registrations will not be accepted. For program content and/or Section information call 415-538-2206.

Special Assistance

For special assistance, please call 415-538-2206.

On-Site

Onsite registration fees are $295 for Section Members and $390 for Non-Section Members.

On-site registration will be on a space available basis. Call to confirm space availability.

Pre-Registration Fees

Program package includes 6.5 hours of MCLE and legal specialization credits, program materials, continental breakfast and lunch.

  • $295 Trusts and Estates Section Members
  • $390 Non-Section Members
    (includes enrollment in the Trusts and Estates Section for 2017)

Deadline

In order to pre-register, your form and check, payable to The State Bar of California, or credit card information, must be received by Thursday, June 1, 2017.

Register Online

We will be offering online registration in the near future. Please check back.

Please note: online registration will close after June 1.

Register by Mail or Fax

Print out and complete the Mail / Fax Registration Form and mail it with payment to The State Bar of California. Make checks payable to The State Bar of California.

Mail To:

Program Registrations
The State Bar of California
180 Howard Street
San Francisco, CA 94105

Or Fax To:

Program Registration at 415-538-2368.

In order to fax your registration, credit card information is MANDATORY. Photocopies of checks will NOT be accepted. VISA or MasterCard only. Note: One registrant per form. Photocopies may be used.

MCLE

The Trusts and Estates Section is a State Bar of California-approved provider.