Upcoming events

    • Monday, April 26, 2021
    • 12:00 PM - 1:00 PM (PDT)
    • Zoom Video Conference
    • 60

    Advanced Planning in 2021 Change: IDGTs and SLATs

    As the estate tax exemption sunset looms on the horizon, Kate Willcox will discuss planning strategies that you can implement now to take advantage of the high exemption while still retaining flexibility for your clients.  This presentation will cover the use of SLATs, IDGTs, and GRATs to freeze high value estates and begin the process of transitioning wealth to the next generation while allowing clients to retain control and access to capital.

    Kate Willcox is with Boutin Jones law firm.  Her practice focuses on both foundational and complex estate and gift planning, including tax planning, as well as post-death trust administration. Her estate planning background includes working with blended families and same-sex couples. She also has experience working with clients to set up irrevocable trusts, including grantor trusts, ILITs, GRATs, QPRTs and charitable trusts. Her business succession planning practice includes structuring plans to efficiently and effectively transfer family businesses to the next generation, as well as “estate freeze” transactions to minimize the tax burden of doing so.

    This lunch will be held via Zoom Video Conference. Registered attendees will be provided with a link to Zoom registration once you have registered for this event and paid your fee online.  You must register on Zoom in order to receive the encrypted link for joining this secured web conference.  The link for registering will be found on your PCBA registration email.  Please be sure to register on Zoom no later than April 25 in order to receive written material.

    This video conference will provide one hour MCLE credit or one hour specialty credit.

    Cost is $15 for PCBA Probate Section members and $25 for PCBA non-section members or non PCBA members. Space is limited so be sure to sign-up early. 

    • Wednesday, April 28, 2021
    • 3:00 PM - 4:00 PM (PDT)
    • Gibson Courthouse-Dept. 30
    • 18

    • Selected Support Issues to include Cross-Over Issues with DCSS child support, Seek Work Orders and Cohabitation

      Come join Commissioners Michael Jacques and John Paulson on April 28 from 3:00 pm - 4:00 pm.  They will be speaking on a number of support issues as indicated in the above event title.  Because Dept. 30 has limited capacity, only 18 registrants can attend this session.  Depending on the number of registrants on the waitlist, a second presentation may be scheduled at another date and time. Note:  It is possible that the department will change just before the event.  If so, an updated email will be sent to registrants. 

      Cost is $15 for PCBA Family Law Section members and $25 for non-section and non-PCBA members.

    Past events

    Monday, March 29, 2021 PEP "Lunch" MCLE - Estate Planning for Small Businesses - Keith Dunnagan
    Wednesday, March 24, 2021 Family Law Section-Criminal & Civil Domestic Violence: Crossover Issues-Judge Gazzaniga, Speaker
    Thursday, March 18, 2021 Competency and Succession Planning: Protecting Your Practice While You Still Can
    Tuesday, March 16, 2021 Second Session-Placer County Superior Court - Video Conference on New E-Filing System
    Friday, March 12, 2021 Placer County Superior Court - Video Conference on New E-Filing System
    Thursday, March 11, 2021 LinkedIn Mini-Makeover - A Quickstart Guide for PCBA Lawyers
    Thursday, February 25, 2021 Mastering the Art of Mediation with Robert Jacobs: Five Keys to Mediating with Power
    Monday, February 22, 2021 PEP "Lunch" MCLE - Landlord Tenant Law in COVID-19 Times - Essential Updates for Estate and Trust Administration Practitioners - Adem Balikci
    Wednesday, February 03, 2021 PWL Section - Leading While Female: Practical Insights on Power, Influence, Feedback and Tough Conversations
    Thursday, January 28, 2021 Family Law Section-Military Retirement Benefits Division - Louise Nixon, Speaker
    Friday, January 22, 2021 Installation of Officers; State of the Court
    Tuesday, December 08, 2020 Family Law Section-Real Property Apportionment with Kenny Pierce
    Sunday, December 06, 2020 Jingle Jangle Holiday Fun
    Tuesday, November 17, 2020 Family Law Section-Working with Contempt Motions, David Karabinus, speaker
    Wednesday, November 04, 2020 Virtual Wine Down Wednesday - Finding Our Own Voice as Women Lawyers
    Friday, October 30, 2020 "Virtual Litigation” - Video Depositions, Hearings, and Other Litigation Settings in the Zooming Era
    Monday, October 26, 2020 PEP "Lunch" MCLE - The Good, the Bad and the Ugly of Property Tax Issues
    Thursday, October 22, 2020 Ending on a High Note: The Importance of Metaphor and Analogy in Closing Argument
    Thursday, October 08, 2020 Family Law Section - California State Public Plans – CalPERS and CalSTRS
    Wednesday, October 07, 2020 PWL Section - Anatomy of Trust: The Value of Human Connection in Court with Prospective Clients and Your Staff
    Wednesday, September 30, 2020 Bench Conduct and Demeanor Training
    Tuesday, September 29, 2020 Competency in the Covid-19 Era
    Monday, September 28, 2020 PEP "Lunch" MCLE - Daren Casagrande, LMFT: Maintaining Professional Efficacy and Mental Wellness During COVID, Economic Hardship, and Political Contention.
    Wednesday, September 23, 2020 Jury Selection: Essential Strategies & Tactics; Stephen Duffy, Speaker
    Thursday, September 17, 2020 SB 10: Will California Eliminate Cash Bail? and Tiered Sex Offender Registration with the Hon. Richard Couzens, Ret.
    Thursday, August 27, 2020 Placer County Self-Help Center and recent changes to the Family Court Services Tiered Mediation Model
    Wednesday, August 26, 2020 PWL Section -Moms in the Bar - Virtual Moms in the Bar "Luncheon"
    Thursday, August 20, 2020 Implicit Bias and Bias Reducing Strategies: Business and Professions Code
    Wednesday, August 12, 2020 2020 – Defending Yourself Against Covid Related Scams and Other Sage Advice
    Monday, August 10, 2020 PEP "Lunch" MCLE - Ben Eagleton-Til’ Death do us Part: The Statutory Presumption of Undue Influence that Arises from Interspousal Transactions [Fam. Code §§721, 1100(e)]
    Wednesday, August 05, 2020 PWL Section - Increased Violence During Covid-19
    Friday, July 17, 2020 Placer County Superior Court Video Presentation-E-Filing
    Wednesday, July 15, 2020 Family Law Section - Co-Parent Communication with OurFamilyWizard
    Monday, July 13, 2020 PEP MCLE "Lunch" - Marvin Claims in Probate Law
    Wednesday, July 01, 2020 PWL Section - Returning to Work During Covid-19: Legal and Practical Guidance for Employers
    Monday, June 08, 2020 PEP MCLE "Lunch" - The Ethics of Working from Home in the Covid-19 Era
    Monday, May 11, 2020 PEP MCLE "Lunch" - Options, Opportunities and Best Practices for Conducting Estate Planning Signings Remotely
    Monday, March 09, 2020 PEP MCLE Lunch - Post-Mortem Modifications of Irrevocable Trusts: Changing or Cancelling B Trusts, and the Effect of New Decanting Laws
    Wednesday, March 04, 2020 PWL - Mix and Mingle - Building Social Proof
    Monday, February 10, 2020 PEP MCLE Lunch - Probate & Estate Planning Law Update
    Wednesday, February 05, 2020 PWL - Lunch with the Hon. Colleen Nichols
    Thursday, January 23, 2020 2020 - Annual Dinner & Installation of Officers and Board of Directors
    Wednesday, January 15, 2020 Placer Women Lawyers - Moms in the Bar
    Thursday, January 09, 2020 EP Professionals Luncheon - "A Team Approach to Estate Planning" with Speaker David Gaw
    Thursday, December 12, 2019 Annual Judicial Reception & Holiday Party
    Friday, November 22, 2019 Family Law 4-part Series: Part 4 - Child Preferences - Practicum Module
    Wednesday, November 06, 2019 2019 - Placer Women Lawyers Social Networking
    Wednesday, October 30, 2019 Family Law 4-part Series: Part 3 - Child Preferences from the Judges Panel
    Monday, October 14, 2019 PEP MCLE Lunch - Pet-Centered Planning and Administration
    Friday, September 27, 2019 2019 Legal Services of Northern California - Annual Golf Tournament
    Wednesday, September 25, 2019 Family Law 4-part Series: Part 2 - Child Preferences from the Attorney Panel
    Monday, September 09, 2019 PEP MCLE Lunch - Placer County Property Tax Issues and Updates
    Wednesday, August 21, 2019 Family Law 4-part Series: Part 1 - Child Preferences from the Mental Health Professionals
    Wednesday, August 14, 2019 Monthly MCLE - Rodney Simmons - The Collection of Professional Fees
    Monday, August 12, 2019 PEP MCLE Lunch - Funeral & Cemetery Law: Critical Law & Issues for Estate Planners
    Thursday, August 01, 2019 Family Law-Training for Settlement Officers & Observing/Assisting Attorneys
    Wednesday, July 31, 2019 Bench Conduct and Demeanor Training
    Monday, July 08, 2019 PEP Lunch MCLE - Something Old, Something New: What Has and Hasn't Changed in Attorney Professional Conduct - Judge W. Kerse McGill
    Monday, June 10, 2019 PEP Lunch MCLE - EP and Business Law Crossover - Keith Dunnagan
    Thursday, May 16, 2019 Courtroom Technology: Electronic Evidence Presentation, Options and Guidelines
    Monday, May 13, 2019 PEP Lunch MCLE - Dr. Melissa Matthews- Competency Credit
    Friday, April 12, 2019 2019 Spring Conference Reception
    Friday, April 12, 2019 Spring Conference and MCLE - April 12-13, 2019
    Thursday, March 21, 2019 Monthly MCLE - Ujvala Singh - IOLTA (Client Trust Accounts)
    Monday, March 11, 2019 PEP MCLE Lunch - What Can a Private Investigator Do For You
    Monday, February 11, 2019 PEP MCLE Lunch - Uniform Trust Decanting Act
    Thursday, January 17, 2019 2019 Annual Dinner & Installation of Officers and Board of Directors
    Wednesday, December 12, 2018 2018 Annual Judicial Reception
    Wednesday, November 14, 2018 Family Law 3-part Series: Part 3 of The Impact of a Parent's Drug Use on Children
    Monday, October 29, 2018 Family Law Section Annual Business Dinner and Dissomaster Presentation
    Monday, October 22, 2018 Beneficiary Designations
    Wednesday, October 10, 2018 Family Law 3-part Series: Part 2 of The Impact of a Parent's Drug Use on Children
    Thursday, September 27, 2018 Happy Hour Fingerprinting Mixer
    Monday, September 24, 2018 Medi-Cal (Trusts & Recovery)
    Friday, September 21, 2018 2018 Legal Services of Northern California - Annual Golf Tournament
    Wednesday, September 12, 2018 Family Law 3-part Series: The Impact of a Parent's Drug Use on Children
    Monday, August 27, 2018 Planning and Administering Digital Assets
    Monday, July 23, 2018 How to Handle Insolvent Estates in Probate: Michelle Martin, Speaker
    Wednesday, May 23, 2018 Monthly MCLE - Joseph Merydith - Forensic Document Examination
    Monday, May 21, 2018 PEP May MCLE Lunch: Leslie Arnal - Administering Special Needs Trusts
    Friday, April 27, 2018 Spring Conference and MCLE - April 27-28, 2018
    Thursday, April 05, 2018 Family Law MCLE Lunch - Dissomaster and the New Tax Law
    Wednesday, March 28, 2018 Monthly MCLE - David Daniels, Esq. - Elimination of Bias
    Monday, March 26, 2018 PEP March MCLE Lunch: Elise Baker - Handling Firearms in Trust Estate Administration
    Monday, February 26, 2018 PEP February MCLE Lunch: Steve McCormick, CPA-2017 Tax Cuts and The Jobs Act
    Thursday, February 22, 2018 February Monthly Cami McLaren - Ethics
    Wednesday, January 31, 2018 Bench Conduct and Demeanor Training
    Wednesday, January 24, 2018 Monthly MCLE - Greg Fayard, Esq.. - Ethics
    Monday, January 22, 2018 PEP January MCLE Lunch: New California Recording Fee and Other Updates
    Thursday, January 18, 2018 Annual Dinner & Installation of Officers and Board of Directors
    Thursday, December 07, 2017 Monthly MCLE - David Belden, Esq.. - The Other Bar
    Wednesday, December 06, 2017 Annual Judicial Reception
    Wednesday, November 15, 2017 Family Law - Serving Children & Families in the Courtroom
    Thursday, November 02, 2017 Family Law Social Trivia Night
    Monday, October 23, 2017 PEP October MCLE Lunch: Income Tax Issues in Probate and Trust Administration
    Friday, October 20, 2017 2017 Legal Services of Northern California - Annual Golf Tournament
    Monday, September 25, 2017 PEP September MCLE Lunch: Court Appointed Counsel in Conservatorships and Guardianships
    Monday, July 24, 2017 PEP July MCLE Lunch: Recording Documents
    Wednesday, June 28, 2017 Family Law Court Update Seminar
    Monday, May 22, 2017 PEP May MCLE Lunch: Property Tax Issues - Exclusions, Exemptions and Forms
    Wednesday, May 17, 2017 Monthly MCLE - Natalie Vance, Klinedinst PC - "Succession Planning for Your Practice"
    Friday, April 21, 2017 Spring Conference and MCLE - April 21-22, 2017
    Monday, March 27, 2017 PEP March MCLE Lunch: Transferring Conservatorships In/Out of California
    Thursday, March 16, 2017 Monthly MCLE - Steve Davids, Dreyer Babich, et al., Ethics Refresher: Dealing with the Court and Clients and How to Avoid State Bar Court in a Few Easy Lessons
    Monday, February 27, 2017 Probate & Estate Planning Law Section MCLE Lunch
    Wednesday, February 15, 2017 State of the Court - Jake Chatters and Judge Pineschi
    Monday, January 23, 2017 Probate & Estate Planning Section Mixer
    Thursday, January 19, 2017 Annual Dinner & Installation of Officers and Board of Directors
    Wednesday, January 18, 2017 Monthly MCLE - Chief of Police Ron Lawrence: Living in a post Prop-47 world; a police chief's perspective
    Thursday, December 08, 2016 Annual Judicial Reception
    Tuesday, November 15, 2016 CANCELLED - Professional Fiduciary Association of California's Placer County Chapter Mixer,
    Tuesday, November 08, 2016 Bench Demeanor Training - Part 2
    Thursday, October 13, 2016 Family Law Social Trivia Night
    Friday, September 23, 2016 2016 Legal Services of Northern California - Annual Golf Tournament
    Wednesday, August 31, 2016 Domestic Violence: Helping Families and Children from the Mental Health, Lawyer and Bench Perspective
    Tuesday, August 02, 2016 Bench Demeanor Training
    Wednesday, May 18, 2016 Monthly MCLE - Insurance Consequences Following DUI
    Friday, April 22, 2016 Spring Conference and MCLE - April 22-23, 2016
    Wednesday, March 16, 2016 Monthly MCLE - Civil Law and Motion
    Wednesday, February 17, 2016 Monthly MCLE - Employment Law Update
    Thursday, January 21, 2016 Annual Dinner & Installation of Officers and Board of Directors
    Wednesday, January 20, 2016 Monthly MCLE - Hon. Mark Curry
    Thursday, December 03, 2015 Annual Judicial Reception
    Wednesday, November 18, 2015 Evidence from Three Professional Viewpoints: Mental Health, the Bar and the Bench
    Thursday, October 29, 2015 No-Host Happy Hour
    Thursday, October 15, 2015 Family Law Section's Social Trivia Night and Annual Meeting
    Friday, September 25, 2015 Legal Services of Northern California - Annual Golf Tournament
    Wednesday, September 16, 2015 Monthly MCLE - Elimination of Bias in the Law Profession
    Wednesday, July 29, 2015 3DCA Orientation for Volunteers for Oral Arguments at High Schools Program
    Wednesday, May 13, 2015 Monthly MCLE - Understanding, Appreciating and Avoiding the State Bar
    Friday, April 24, 2015 Spring Conference and MCLE - April 24 & 25, 2015
    Wednesday, March 25, 2015 Family Law: Training-Observing/Assisting and Attorney Non-Custody Mediators
    Wednesday, March 18, 2015 Monthly MCLE - What Every Lawyer Should Know: Resolving Tax Obligations for Pennies on the Dollar
    Thursday, January 22, 2015 Annual Dinner & Installation of Officers and Board of Directors
    Tuesday, January 13, 2015 Monthly MCLE - Courthouse Technology
    Wednesday, December 03, 2014 Annual Judiciary Reception
    Wednesday, November 12, 2014 Family Law Volunteer Attorney Training
    Friday, October 31, 2014 Board of Directors Candidate Statements Due
    Wednesday, October 15, 2014 Monthly MCLE - Richard Hall
    Wednesday, September 17, 2014 Monthly MCLE - Cami McLaren
    Wednesday, September 17, 2014 Family Law - Hon. Garen Horst
    Wednesday, July 16, 2014 Monthly MCLE
    Friday, July 11, 2014 Family Law Judges' Panel
    Friday, June 27, 2014 Civil Law Update
    Wednesday, June 18, 2014 Monthly MCLE
    Tuesday, June 03, 2014 Bench, Bar and Mental Health: Help Me, Help You, Help the Children
    Friday, April 25, 2014 Granlibakken Conference and MCLE - April 25 & 26
    Thursday, January 23, 2014 Annual Dinner & Installation of Officers and Board of Directors
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