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Upcoming events

    • August 15, 2018
    • 12:00 PM - 1:15 PM
    • The Handlery Hotel, 950 Hotel Circle North, San Diego, CA 92108
    Register

    Please join us for our August luncheon, sponsored by Merrill Lynch, on "Protecting Trustees from Liability".

    The speakers this month are from Merrill Lynch, Pierce, Fenner & Smith Inc.:

    Dononvon R. Filpi, CFP, CRPC
    Wealth Management Advisor | Assistant Vice President

    Scott MacDonald
    Managing Director | Senior Financial Advisor | Senior Portfolio Manager
    Special Needs Team

    CLE Credits:  1 hour

    $50 PASD Member
    $55.00 non-member
    (includes lunch and parking)

    Please note a late registration fee of $10.00 will be charged after Friday, August 10th, 2018.
    • October 17, 2018

    SAVE THE DATE

    Please join PASD for our Evening Litigation Program, “Evidentiary Issues in Probate Court”, featuring Hon. Judge Robert Trentacosta.  Wednesday, Oct 17th 5:30pm to 7:30pm.

    More details coming soon!


    • October 26, 2018

    SAVE THE DATE

    Please join PASD for our
    Annual Probate Prom

    More details coming soon!


    • November 16, 2018

    SAVE THE DATE

    Please join PASD and the SDCBA for our
    Annual Judicial Officers Update

    More details coming soon!


    • December 07, 2018

    SAVE THE DATE

    Please join PASD for our
    Court Appointed Attorney Training

    More details coming soon!


Past events

July 18, 2018 Monthly CLE Luncheon: Journey Through Death and Divorce – Whichever Occurs First
June 21, 2018 PASD Annual Membership Mixer
June 20, 2018 Monthly CLE Luncheon: "Are Conservatorships Still Necessary?"
May 16, 2018 Monthly CLE Luncheon: Real Property Issues in Probate Matters
April 18, 2018 Monthly CLE Luncheon: Legal Malpractice Issues in Trust and Probate Cases and Counsel’s Liability to Non-clients
March 21, 2018 Monthly CLE Luncheon: Probate Real Property Sales and the Court Confirmation Process
February 21, 2018 Monthly CLE Luncheon: "Ethical Issues for Estate Planning and Probate Attorneys"
January 17, 2018 Monthly CLE Luncheon: "Detection and Prevention of Substance Abuse and Ethical Concerns Related to Probate Attorneys"
December 01, 2017 Court Appointed Attorney Training
October 18, 2017 October CLE: Certificates of Independent Review: The Whys and Wherefores
October 13, 2017 Probate Prom 2017: PASD's Annual Gala TICKETS
October 13, 2017 Probate Prom 2017: PASD's Annual Gala SPONSORSHIPS
September 20, 2017 Monthly CLE: Litigation Seminar and BBQ Dinner
August 16, 2017 Monthly CLE Luncheon: "An Overview of Services and Programs of Adult Protective Services and Aging & Independent Services"
July 19, 2017 Monthly CLE Luncheon: The Unwanted A/B Split
June 29, 2017 Annual Membership Appreciation Mixer
June 21, 2017 Monthly CLE Luncheon: "Conflicts of Interest & Client Trust Accounts"
May 17, 2017 Monthly CLE Luncheon: "Administrations Involving Foreign Beneficiaries"
April 19, 2017 Monthly CLE Luncheon: "Clients to Avoid and How to Deal with Difficult Clients"
March 15, 2017 Monthly CLE Luncheon: "Evidentiary Hearings in Probate Court"
February 15, 2017 Monthly CLE Luncheon: "New Medi-Cal Recovery Rules & 5 Other Things About Elder and Special Needs Law Every Trust and Estates Practitioner Needs to Know."
January 18, 2017 Monthly CLE Luncheon: "Undue Influence and Capacity Issues in Estate Planning"
December 02, 2016 Annual Court Appointed Attorney Training
October 28, 2016 Probate Prom: PASD's Annual Gala SPONSORSHIPS
October 28, 2016 Probate Prom: PASD's Annual Gala
September 21, 2016 Monthly CLE Luncheon Meeting: "Mediations and Arbitrations in Probate Matters"
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