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Upcoming events

    • February 20, 2019
    • 12:00 PM - 1:15 PM
    • The Handlery Hotel, 950 Hotel Circle North, San Diego, CA 92108

    Please join us for our February luncheon on "Decanting in California".  The speakers this month are Jenny Bratt and Catherine Swafford. The topic will include 1) brief explanation of the history of California decanting; 2) general description of decanting; 3) how to decant under the new legislation; 4) what trusts can be decanted; 5) decanting under “expanded distributive discretion;” 6) decanting under limited distributive discretion; and 7) decanting limitations, -- as well as other aspects of the new law, including potential litigation aspects.

    $50.00 PASD Members 

    $55.00 non-members

    (includes lunch and parking)

    Please note a late registration fee of $10.00 will be charged after Friday, February 15th, 2019

    CLE Credits: 1 hour general.  An application requesting MCLE credit for this activity is pending for approval by the State Bar of California.

Past events

January 16, 2019 Monthly CLE Luncheon - Eliminating Bias When Interacting with the Elderly and Incapacitated
December 07, 2018 Court Appointed Attorney Training
November 16, 2018 Annual Judicial Officers Update
October 26, 2018 Annual Probate Prom
October 17, 2018 Evening Litigation Program featuring Hon. Judge Robert Trentacosta
September 25, 2018 Contested Guardianships/Examining Minor Witnesses
August 15, 2018 Monthly CLE Luncheon Sponsored by Merrill Lynch: Protecting Trustees from Liability.
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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