Schedule Overview

Thursday, January 12, 2017
Ethics and Substance Abuse Pre-Cursors

10 a.m. - 5 p.m. Registration Open

1:30 - 3:30 p.m. Eric Freitag

  • Gaining a better understanding of the diagnosis of dementia versus other neurological conditions
  • Identifying signs and symptoms of cognitive decline
  • Reviewing aspects of undue influence
  • Understanding the roles of various clinical practitioners who may be involved in the evaluation of a client's capacity

3:30 - 4:30 p.m. Maurice Kamins

  • The Incapacitated Adviser
    • When does substance abuse, mental illness, age, etc., affect the competency of an adviser?
    • Relative to fiduciaries and attorneys

5 - 6:30 p.m. Welcome Reception: Resort Atrium

Friday, January 13, 2017
Representing the Incapacitated Business or Property Owner

7 - 8 a.m. Registration in Exhibit Hall

8 - 10:30 a.m. Adam Streisand and Peter Zarifes

  • Incapacitated Business Owner: Active Business
    • Challenging the capacity on behalf of family members or successors-in-interest
    • Defending the client’s capacity tmake decisions and run the business

10:30 - 12 p.m. Tracy Regli and Frank Acuña

  • Incapacitated Business Owner: Professionals
    • Professional fiduciary
    • Corporate trustee
    • Real estate management
    • Professional fiduciary acting as an agent
      • Obligations
      • Differences between trustee and PR
      • Person vs. estate

12 p.m. - 3 p.m. Lunch Break (Networking, Spa and Skiing)

3 - 4:30 p.m. Jonathan Mintz

  • Modification and Termination of Trusts
    • Decanting
    • Trust protector
    • Modification of bypass trust

4:30 - 4:45 p.m Break

4:45 - 6:15 p.m. Kerri Kasem

  • Unprotected wealth and estate planning
  • Visitation and medical care
  • Blended families
  • Kasem Cares Foundation

6:15 - 7:15 p.m. Cocktail Reception: Resort Atrium

8 p.m. Dinner (Pre registration Required)
(Transportation Provided to Offsite Venue):
Edgewood Tahoe Restaurant
100 Lake Parkway
Lake Tahoe, NV 89449

Saturday, January 14, 2017
Representing the Diminished-Capacity Client

8 - 9 a.m. Registration Open in Exhibit Hall

9 - 10:30 a.m. Sheila Robello

  • Powers of Attorney 101
    • Drafting
    • Effectuating
    • Revocation

10:30 - 11 a.m. Break

11 a.m. - 12:45 p.m. Valerie Peterson

  • Medi-Cal and the Incapacitated Client
    • Benefits
    • How tapply
    • How tapply for veterans benefits
    • SSI
    • Benefits

12:45 - 1:30 p.m. Break

1:30 - 3:15 p.m. Andrew DeVries, Lily Moallem, Peter Myers and Joe Strazzeri

  • Current developments in California probate and trust law
  • Trends in the California residential real estate market affecting and impacting trusts and estates
  • Putting it all together: The evolution of interdisciplinary collaboration between fiduciaries, attorneys and related professionals (financial advisers and CPAs)