THURSDAY March 6

7:30 - 8:45 Breakfast

8:45 - 9:00 President’s Welcome & Ceremony for merger of NorCal and SoCal NAELA chapters - Justin McDermott & Kathleen Day-Seiter

9:15 - 10:15 Recent Trust & Estate Updates - Jennifer Scharre

10:15 - 11:15 Directed Trusts - Dennis Fordham 

11:15 - 11:30 Break

11:30 - 12:30 Litigation of spousal fiduciary duty claims in the post-death context -  Jim Lamping

12:45 - 2 pm Lunch

2:00 - 3:00 Community Assistance, Recovery and Empowerment Act (CARE) Overview and Implementation Status-  Karen Linkins & John Freeman

3:00 - 3:15 Break

3:15 - 4:45 The New Normal? How to Reduce or Eliminate Medi-Cal’s Share of Cost - Josie Porras Corporon & Kevin Urbatsch

5:30 - 6:30 Happy Hour Sponsored By Prudent Investors 

6:30 Dinner with Friends

 

Friday  March 7

8:00 - 9:00 Breakfast

9:30 - 10:45 A Litigator’s Perspective: Estate Planning Pitfalls to Avoid - David Parnall

10:45 - 11:00 Break

11:00 - 12:15 Senior Living Options for Vulnerable Californians through CalAIM - Debra Draves, Heather Chubb

12:30 - 1:30 Lunch

 1:30 - 2:45 UnProgram

3:00-3:30 Break

3:30 - 4:45 UnProgram - Moderated Topics

Kim McGhee: Supported Decision Making

Aaron Feldman: 3100 Petitions

Jasmine Gomez: Oops! Unexpected Issues in Estate and Trust Administration

Stuart Zimring: Balancing your Role as an Estate Planning Advisor against Clients' Creative Drafting Requests

 

5:00 - 5:10 Closing Statements