Breakfast meetings are usually held on the second Wednesday of each month at the Pasadena University Club from September through June. These meetings, from 7:00 A.M. to 9:00 A.M., include a buffet breakfast, time for networking, a brief period for business and announcements, craft talks by members, and presentations on subjects of interest to members. Breakfast is included in membership; visitors are welcome and pay a guest fee for breakfast.
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GUEST POLICY: Guests are required to RSVP and pay $50. Payment is by CASH, CHECK or credit card AT THE DOOR.
Please see individual meetings to verify if Minimum Continuing Legal Education (MCLE) credits for attorneys, fiduciaries and others are pending.
2020 – 2021 Meeting Schedule
September 9, 2020 – “Planning in a Pandemic: Why Your Clients Should Consider Gifting Now” by Anne Gifford Ewing and Jeff Ruderman
October 14, 2020 – “A Trustee’s Duties of Care Under the UPIA or… How to Avoid Being a Knucklehead” by Josh Yager
November 18, 2020 (Date change due to Veteran’s Day) – “Money, Marriage, Debts & Death” by Lynda I. Chung
December 9, 2020 – “Real Life Document Fraud in Probate and Financial Elder Abuse Cases” by Mike Wakshull
January 13, 2021 – “Understanding the Exciting World of Commercial Insurance” by Dana Dattola, CRM, CIC, Weaver & Associates
February 10, 2021 – “Fundamentals of California Succession” by Lorenzo Stoller, Esq., The Probate House L.C.
March 10, 2021 – “The Kids Don’t Want It… Now What? Estate Settlement of Tangible Personal Property” by Panelists: Noelle Valentino, John Moran Auctioneers; Morgana Blackwelder, John Moran Auctioneers; Susanne Cohen, Hahn & Hahn LLP; Regina Lark, A Clear Path; Sheri L. Samotin, LifeBridge Solutions LLC
April 14, 2021 – “Lessons from King Kobe: What Can We Learn from Kobe Bryant’s Estate?” by Chris Johnson, Law Offices of Christopher B. Johnson
May 12, 2021 – “Gifts to Caregivers: No Good Deed Goes Unpunished v. The Fox in the Hen House” by Mark Lester, Attorney, Jones, Lester, Schuck, Becker & Dehesa, LLP
June 9, 2021 – “The Trustee’s Tale: What Corporate Fiduciaries Wish Drafting Attorneys Would Consider and Discuss with Their Clients” by Crystal Lopez, Vice President and Senior Estate Advisory Specialist – Wells Fargo Private Bank, Robin Boren-Coleman Sexton, Vice President and Senior Estate Advisory Specialist – Wells Fargo Wealth Management, Clare R. Ceplecha, Senior Fiduciary Advisory Specialist, Wells Fargo Private Bank