2019 California Summit

Co-Sponsored by Northern and Southern California Chapters

DATES:
February 28 -  March 2, 2019 (1pm Thursday - 12pm Saturday)

LOCATION:

Argonaut Hotel San Francisco
495 Jefferson Street
San Francisco, California 94109

The Argonaut Hotel is an historic maritime hotel in the heart of Fisherman’s Wharf.  Conference rates for the rooms are $259 for Wednesday night and $209 for Thursday, Friday and Saturday nights. Reserve early to secure your room.

Reserve by visiting the reservation page below or call the Argonaut Hotel directly at (415) 563-0800 and mention the special group code:  NAELA CA SUMMIT MEET to obtain discounted conference rates.

HOTEL REGISTRATION PAGE.
Dear Members:

We hope you can join us at the Third Annual California NAELA Summit to be held this coming year in beautiful San Francisco. We are offering two full days of California specific substantive legal education plus an optional half day VA program for the Elder Law practitioner. The 2018 changes to the legal landscape present us with challenges and opportunities - our experts will help you navigate the changes to keep you current.

Speakers and Topics
  • Tony Chicotel - Not in the Best Interests: How to negotiate the best long-term care contract
  • Stephen Dale - Drafting Effective Special Needs Trusts
  • Patrick Kohlmann - Trustee Unchained: Decanting Has Come to California
  • Kim McGhee - The Basics of Planning for and Administering an Estate with Firearms
  • Justin Miller - Planning After Tax Reform: The Good, The Bad and The Ugly
  • Merv Miller - Hidden Revenue in Your Practice: Fiduciary Accountings--Nuts and Bolts to Tips and Tricks to Making this a Profit Center!
  • Tim Reilly - Attract the Best and Forget the Rest: Knowing When and How to Terminate a Difficult Client
  • Jennifer Scharre - New Ethical Rules, New Tax Law, and New Cases OH MY!
  • Peter Myers - The (Not So) New Rules in Representing Clients with Diminished Capacity in California
  • Jamie Watson - Viability of the Credit Trust in 2019

  • Optional Pre-Conference Live Webinar
    VA Accreditation 
    Thursday, February 28 (8:30 a.m. - 12:00 p.m.)

    Karen McIntyre offers her in-depth knowledge of VA accreditation and representation, non-service connected pension, service connected disability and dependency and indemnity compensation, VA appeals, health benefits, and specific Department of Defense benefits. This is the perfect place to learn the new VA regulations.

     

    Conference Fees: 
    Early Bird: Before February 8th
    NAELA Member Rate $350.00 (after Early Bird $450.00)
    Non-Member Rate $450.00 (after Early Bird $550.00)

    VA Training - 3.5 hr Pre-Conference
    NAELA Member Rate $99.00 (after Early Bird $125.00)
    Non-Member Rate $125.00 (after Early Bird $175.00)

    FAQ's
  • Q:  I'm a NAELA member and will not be able to attend, can I send my associate at the member rate?
    A:  Member rates are for members only. We encourage your associate to join NAELA to enjoy the many benefits of membership. 
  • Q:  What is the cost of membership cost for an associate in my firm, if I am already a member?  
    A:  $425  New members (even if they are coming from a firm with an existing NAELA member) get the first year $100 discount. Thereafter the current annual NAELA membership dues is $525.
  • Q:  I'm a NAELA member and I have a law student working in my office. Can she attend with me at the member rate?
    A:  Yes.  We want to invest in the next generation of lawyers. We encourage law students to attend the 2019 California NAELA Summit and welcome them at the member rate. Please download the registration form from the registration page to register a law student.

    For more information about joining NAELA, go to www.NAELA.org/joinnow or email us at [email protected]
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