Bay Area "Quirks"

The The Estate Planning, Probate and Trust Section and Estate Planning, Probate and Trust Litigation Subsection presents

Bay Area “Quirks”
Date Tuesday, April 6, 2021 
Program 12:00 - 1:30 p.m.
MCLE 1 Hour in Estate Planning Specialization Credit

Speakers

Sheila Robello
Solan, Park & Robello		 Tisa M. Pedersen
Thoits Law		 Robyn B. Christo
Epstein + Holtzapple LLP 
     
 Peter Shelton
Peter Shelton Law		  Heather L. Boshears
Hoge Fenton 		  


Moderator

 Erika L. Yuen
Yuen & Yuen, Prof. Law Corp.

The “unwritten” local rules, quirks, and preferences of San Francisco, Marin, San Mateo, Alameda, and Santa Clara Probate Departments.

Topics

  • What will be heard ex parte? What will not be heard ex parte? Drop off? E-file?
  • How do examiner notes and continuances work? • What can and cannot be transferred via a Heggstad petition?
  • What needs to be paper filed? e-filed? Do I need to deliver courtesy copies to the court? Does the examiner want a courtesy pdf copy of my pleadings?
  • How has COVID changed the court’s workflow and the filing and hearing timelines? 
  • Who can serve as GAL in your proceeding? When is the application for appointment of the GAL filed?
  • Do I attach the Seller’s closing statement, or X document to my Final Petition?
  • and so much more!


Section Chair

Erika Yuen, Yuen & Yuen, Prof. Law Corp.

Event Code: G210506

For a printable flyer, click here.

For related events, click here. 

Cost

FREE  BASF Law Student
 $35  Per Person 
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Program Access

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MCLE Notice

To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

Accessibility

People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.
When
4/6/2021 12:00 PM - 1:30 PM
Where
Online only CA
Online registration not available.
 

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