Estate Planning & Probate Section is sponsoring
21st Annual Estate Planning Symposium
Tuesday, April 22, 12:30 pm – 4:15 pm
Event provided by CCCBA
Greg Wilcox, Esq.
Harry Maring, Esq.
Co-sponsored by Wealth Management at Mechanics Bank
- Trust Protectors - The Underground Planning Technique. Greg Wilcox introduces an aspect of trust planning and administration unmentioned in the Probate Code but often useful where beneficiaries of a continuing trust are unable to protect their own interests.
- Dealing With Dementia - In this presentation, Dr. Freitag will explain the clinical diagnosis of dementia, provide practical information on working with clients with impaired cognition, discuss the process and procedures of a medical-legal evaluation of capacity and provide guidance on when it is appropriate to make a referral to a clinical professional to assess a client's capacity.
- Estate Planning for the Blended Family - Harry Maring will discuss how estate planning techniques old and new are affected by family structures not fitting the standard "married with children and no priors" model.
Registration - 12:30 - 1:00 pm
Program - 1:00 pm - 4:15 pm
Reception catered by Scott's Seafood to follow program.
The Contra Costa County Bar Association certifies that this activity has been approved for 3 hours of Estate Planning & Probate Specialization credit by the State of California, Provider #393
|EP/T & Probate Specialization||3 hr|
Members: When you register, we’ll calculate the best price based on your membership level and section membership. Not a member? Join today to take advantage of discounted pricing on all CCCBA events.
|Full Price||Early Bird Price|
|Special Member Pricing|
|Section Member Special Pricing|
|Estate Planning & Probate Section||$75.00||—|
Lesher Center for the Arts
1601 Civic Drive
Walnut Creek CA 94596