2019 Agenda

Wednesday, October 9, 2019
5:30 P.M. – 9:00 P.M. Pre-Registration

Thursday, October 10, 2019
7:00 A.M. – 8:00 A.M. Registration and Continental Breakfast
8:00 A.M. – 9:00 A.M.
Beyond Estate Taxes: Trusts Are for Income Taxes, Too
Matthew G. Brown, Brown & Streza LLP — Irvine, CA
9:00 A.M. – 10:00 A.M.
Elder Financial Abuse: It’s Not Just a Civil Matter
Paul R. Greenwood, Law Office of Paul R. Greenwood — Escondido, CA
10:00 A.M. – 10:30 A.M. Networking Break
10:30 A.M. – 11:30 P.M.
Estate Planning To Avoid Litigation: Strategies To Turn What May Seem Inevitable To Avoidable
Vivian L. Thoreen, Holland & Knight LLP — Los Angeles, CA
11:30 A.M. – 12:30 P.M.
Drafting for Nontraditional Family Configurations
Julie M. Kwon and Nicole Pearl, McDermott Will & Emery LLP
12:30 P.M. – 2:00 P.M. Lunch Break
2:00 P.M. – 3:00 P.M.
Estate, Gift and GST Tax Traps for the 99% Who Believe That Estate Tax, Gift Tax and GST Tax are Irrelevant
Keith Schiller, Schiller Law Group — Alamo, CA
2:00 P.M. – 3:00 P.M.
Introduction to Blockchain Law and Blockchain-Based LLCs (BBLLCs)
Catherine A. Burke, Gravel & Shea — Burlington, VT
4:00 P.M. – 4:15 P.M. Break
4:15 P.M. – 5:15 P.M.
Estate Planning in a World When the Federal Estate Tax Is Not Relevant
Teresa Bush, Director of Education InterActive Legal
5:15 P.M. – 6:15 P.M.
Using an LLC For Estate Planning
Phillip Jelsma, Crosbie Gliner Schiffman Southard & Swanson LLP — San Diego, CA
6:15 P.M. – 7:45 P.M.
Oktoberfest Reception
Friday, October 11, 2019
7:00 A.M. – 8:00 A.M. Continental Breakfast
8:00 A.M. – 9:00 A.M.
Drafting and Planning For Special Needs Trusts
Robert Fleming, Fleming & Curti PLC — Tucson, AZ
9:00 A.M. – 10:00 A.M.
Technology’s Impact on the Changing Future of the Trusts and Estates Practice
Gerry W. Beyer, Professor of Law, Texas Tech University School of Law | Lubbock, TX
10:00 A.M. – 10:30 A.M. Networking Break
10:30 A.M. – 11:15 A.M.
Preparing a Will [Trust and Other Estate Planning Documents] for a Client with Communication Challenges

Gerry W. Beyer, Professor of Law, Texas Tech University School of Law — Lubbock, TX
11:15 A.M. – 12:15 P.M.
Current Employee Benefits Developments
Steven E. Trytten, Anglin, Flewelling, Rasmussen, Campbell & Trytten — Pasadena, CA
12:15 P.M. – 2:00 P.M. Lunch Break
2:00 – 3:00 P.M. Workshops
WS #1: California 2018 Developments Affecting Estate Planning, Trusts, Probate, Conservatorships and Guardianships
Patrick Kohlmann, Temmerman Cilley & Kohlmann LLP — San Jose, CA

WS #2: Trust Drafting for Retirement Benefits [Includes Forms]
Steven E. Trytten, Anglin, Flewelling, Rasmussen, Campbell & Trytten — Pasadena, CA

WS #3: Legal Implications of Blockchain for Tax and Estate Planning
Catherine A. Burke, Gravel & Shea — Burlington, VT

WS #4: A Review and Analysis of the California Trust Decanting Act
Jenny Hill Bratt, Withers Bergman LLP —San Diego, CA

3:15 – 4:15 P.M. Workshops
WS #5: California Real Property Tax Issues in Estate & Post Mortem Planning Part I
Matthew F. Burke, Burke & Marquit | Los Angeles, CA

WS #6: Estate, Gift and GST taxes: Workshop in Which Your Questions Set the Agenda
Keith Schiller

WS #7: Automation of Estate Planning Documents
Teresa Bush, Director of Education InterActive Legal

WS #8: Beyond Estate Taxes, Part 2: The Nitty-Gritty of Planning with Nongrantor Trusts
Shaun McNaughton, Brown & Streza LLP — Irvine, CA

4:30 – 5:30 P.M. Workshops
WS #9: California Real Property Tax Issues in Estate & Post-Mortem Planning Part II
Matthew F. Burke, Burke & Marquit | Los Angeles, CA

WS #10: Confronting Substance Abuse in the Legal Profession
Richard P. Green, Green & Associates — La Quinta, CA

WS #11: Drafting Trust Provisions Relating to the Removal of the Trustee
Dave C. Jones, Hackard Law PLC — Mather, CA

WS #12: A Deep Dive into Qualified Opportunity Funds and the Proposed Regulations
James P. Weller
Greenway Capital Advisors LLC — Houston, Tx

Saturday, October 12, 2012
7:00 A.M. – 8:00 A.M. Continental Breakfast
8:00 A.M. – 11:15 A.M.[One 15-minute break]
Federal Tax Update: Good Vibrations, Excitation
Samuel A. Donaldson, Professor of Law, Georgia State University School of Law—Atlanta, GA
11:15 A.M. – 11:30 A.M. Break
11:30 A.M.-1:30 P.M.
A Detailed Analysis of the Lawyer’s Ethical Requirement to Maintain Technology Competence
Robert J. Ambrogi, Law Office of Robert J. Ambrogi — Gloucester, MA
Writer the blog Media Law and cohosts the legal affairs podcast Lawyer2Lawyer1:
1:30 P.M. Adjournment
Note: Speakers and topics are subject to chang