You have no items in your shopping cart.
Search
Filters

Key Developments in Estate Planning 2018

Webinars: January 17 (Thursday) - 11:30am to 1:00pm

January 23 (Wednesday) - 12:00pm to 1:30pm

January 29 (Tuesday) - 9:00am to 10:30am

 

This program is an annual review of the changes that are most significant to California trusts and estates practitioners. The panelists analyze the key developments of 2018, including new legislation and court decisions.

 

1.5 Hours MCLE Credit

This program is an annual review of the changes that are most significant to California trusts and estates practitioners. The panelists analyze the key developments of 2018, including new legislation and court decisions.

This program is appropriate for all levels.

Webinar ES75604-190

January 17 (Thursday) - 11:30am to 1:00pm

 

If you are signed in and a CLE Passport holder, your adjusted price appears below.

$ 99.00
Webinar ES75602-190

January 23 (Wednesday) - 12:00pm to 1:30pm

 

If you are signed in and a CLE Passport holder, your adjusted price appears below.

$ 99.00
Webinar ES75413-190

January 29 (Tuesday) - 9:00am to 10:30am

 

If you are signed in and a CLE Passport holder, your adjusted price appears below.

$ 99.00

This program is an annual review of the changes that are most significant to California trusts and estates practitioners. The panelists analyze the key developments of 2018, including new legislation and court decisions.

This program is appropriate for all levels.

JANUARY 17

KRISTIN CAPRITTO

Kristin Capritto, Downey Brand, Sacramento, assists clients in all aspects of estate planning, trust administration and probate. A trained mediator, Kristin can provide clients with alternative dispute resolution when conflicts arise.

Kristin works with families and individuals on business planning, including entity formation, management, succession planning, and real estate matters. She regularly advises clients in connection with local, state, federal, and international taxation relative to their estate planning needs. With her special focus on charitable planning, clients come to Kristin for the formation and administration of private foundations and nonprofit entities. As a skilled mediator and negotiator, Kristin assists business partners with pre-venture counseling to minimize future conflicts and ensure the longevity and success of joint ventures. Kristin’s legal education and experience spans nearly two decades; her more than 10 years as a paralegal in various aspects of trusts, estates, business transactions, and taxation has given her a wide breadth of knowledge and expertise to the benefit of her clients. She has amassed more than 300 hours of mediation and negotiation training, both locally and internationally, and has participated in peacebuilding processes involving both interpersonal conflict and political conflicts at the community level on an international scale. She received her J.D., from the University of the Pacific, McGeorge School of Law and her M.A., Conflict Resolution, from Brandeis University, The Heller School for Social Policy and Management.

DANIEL C. KIM

Daniel C. Kim, Weintraub, Sacramento,is an associate in the firm’s Trusts & Estates practice group. His practice focuses on all aspects of Trust and Estate litigation including fiduciary abuse, elder financial abuse, contested trust administrations, probate, and contested conservatorships.

Prior to joining Weintraub Tobin, Daniel was an associate at a global law firm and has an extensive background in complex civil litigation. Daniel received his law degree from the University of the Pacific, McGeorge School of Law, where he was on the editorial board for the McGeorge Law Review as its Chief Symposium Editor. During law school, Daniel also served as a judicial extern for the Honorable John A. Mendez, Federal Court Judge in the Eastern District of California. Daniel received his Bachelors of Arts degree from the University of Chicago. He is admitted to practice before California state courts and all U.S. District Courts in California.

GINA L. LERA

Gina L. Lera, is a founding member of Lera Tiberini PC, in Sacramento. She is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Ms. Lera is recognized as a leading authority in wealth planning, representing individuals in all areas of basic and advanced estate planning. Her expertise includes wills, trusts, powers of attorney, simple and sophisticated irrevocable trusts, entity formation, and charitable planning. Ms. Lera is also well versed in all related estate, gift, generation skipping, and income tax planning issues as well as specialized high net worth planning.

 

JANUARY 23

JONNA M. THOMAS

Jonna M. Thomas joined Hartog, Baer & Hand in 2011. She serves clients in the firm’s litigation, planning and administration groups. Jonna received her LL.M. in taxation with honors from Golden Gate University in 2014, emphasizing in trusts and estates. Ms Thomas earned her Juris Doctorate with distinction from Pacific-McGeorge School of Law in 2005 and was admitted to the State Bar of California in the same year. She was honored twice with Witkin Awards for Academic Excellence in legal study and is a member of the Traynor Honor Society.

PATRICK A. KOHLMANN

Patrick A. Kohlmann,Temmerman, Cilley & Kohlmann LLP, San Jose, is a specialist certified by the California State Bar Board of Legal Specialization in estate planning, trusts, and probate. Mr. Kohlmann is also a fellow of the American College of Trust and Estate Counsel (ACTEC). Mr. Kohlmann practices in the areas of estate planning, business planning, trust and decedent’s estate administration, probate, elder law planning, conservatorships, and related litigation. In addition to practicing as an attorney, Mr. Kohlmann is also licensed as a CPA by the California State Board of Accountancy. His combined legal and accounting experience extends more than 19 years. Mr. Kohlmann also serves as an expert witness and consultant on a wide range of estate planning and related issues. He has also served as a judge pro tempore for the Santa Clara County Superior Court. Mr. Kohlmann frequently lectures and has published a variety of articles on estate planning, probate, and trust law.

JANUARY 29

CAROL A. JOHNSTON

Carol A. Johnston,Katten Muchin Rosenman LLP, Los Angeles, is a Certified Specialist in Estate Planning, Trust, and Probate by the State Bar of California Board of Legal Specialization. Ms. Johnston concentrates her practice in estate and tax planning for individual clients, the representation of fiduciaries, and the administration of estates and trusts. Her experience includes planning and drafting revocable and irrevocable trusts, insurance planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures.

MARC L. SALLUS

Marc L. Sallusis a partner at Oldman, Cooley, Sallus, Birnberg & Coleman. His areas of practice include probate; conservatorship; litigation; and trusts. Mr. Sallus is a frequent lecturer on trusts and estates topics as well as an author. Mr. Sallus received his J.D. from the University of California, Hastings College of the Law.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
By Month January 2019
PRACTICE AREA Estate Planning
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
By Month January 2019
PRACTICE AREA Estate Planning