Check Out the 2023
Probate Symposium
If you were in the penalty box and missed the fun, click on the video below for a recap of the 2023 Probate Symposium:
2023 Probate Symposium Materials
Megan Hunter on High Conflict Resolution:
SLIDESHOW PRESENTATION MATERIALS
DEALING WITH HIGH CONFLICT COUNSEL
Materials from Supervising Probate Judge Hon. Michelle H. Gilleece (great job on her first-ever PowerPoint presentation!!!) on State of the Probate Courts:
ESTATE PLANNING & PROBATE LAW SECTION OF THE SAN BERNARDINO COUNTY BAR ASSOCIATION
About the SBCBA Probate Law Section...
Section Chair: R. Sam Price (909) 328-7000 sam@pricelawfirm.com
Meeting schedule: 4th Wednesday of each month (January through October), 12:00 noon to 1:00 pm (No Meeting in September, November or December)
Location: Remote by Zoom, click on the Zoom link for the meeting at the date and time of the meeting. No need to register prior to the meeting.
Cost: Free to SBCBA members and affiliates, and to Court Staff.
SAVE THE DATE!
Scenes from the 2023 Probate Symposium…
Recordings of Prior Meetings
In case you missed it…
Attorneys: Common Mistakes & Little-Known Issues for Your Estate Plan with Sam Price
What Probate Judges Need, Want, and Love with Judge Mary Thornton House (Ret.)
From Chaos to Clean with Cathy Bates
Click for the Presentation Slides
Extraordinary Fees… And More with Sam Price
Intestate Succession with Bryan Hartnell and Dan Schwartz:
Click HERE for the Presentation Slides
Introduction with Probate Judge Damian Garcia
Moore Marsden Concepts in Probate Cases by Howard Friedman
To Fix and Sell or Not to Fix and Sell… That is the Question with Ruben Martinez and Teresa Gorman
Introduction w/Probate Judge Douglas K. Mann
New legal requirements for Conservatorships After AB 1194 took effect on January 1, 2022 with Mark Flory
Fiduciary Banking Issues with Suyi Chen from Manufacturers Bank
Court Access Portal Training with Michah May and Rich Coles from the San Bernardino County Superior Court
Insurance Issues for Probate Attorneys with Paulette Bunyapanasarn with Farmer's Insurance
Probate Real Estate Sales with Justin Fautsch from Vimvi
Probate and Personal Injury Attorneys: A Relationship Worth Building with Justin H. King
Financing Estates & Trusts During Administration with Rick Harmon
Perspectives from the Probate Bench with Hon. Cynthia Ludvigsen (Ret.)
Real Estate Probate Issues with Kevin Sayles from Lawyers Title
CalABLE Accounts Presented by Executive Director, Dante Q. Allen
Appraisal Issues with Probate Referee Manisha Hunter
Prop 19 and E-Recording with the San Bernardino County Assessor-Recorder-County Clerk Office
Court Appointed Attorney Workshop with Craig Parker, Mark Flory, and Karin Horspool
Conservatorship and Trust Crossover Issues with Mark McGuire
Interview with Probate Judge Michelle H. Gilleece
Prop 19 Presentation with Sam Price
Accessing Medical Records: Arctrieval & Parent Care Management Services
NEXT PROBATE SECTION MEETING:
Wednesday, February 28, 2024
12:00 Noon to 1:15 pm
Live & In-Person Event at:
Heritage Neighborhood Center
7350 W. Liberty Parkway, Fontana, CA 92336
Free to SBCBA Members and Court Staff
Lunch Provided by our Platinum Sponsor: Vimvi Real Estate
Topic and Speaker:
To Be Announced…
San Bernardino County Bar Association, a California State Bar-approved MCLE provider #2813, certifies that this activity is approved for 1-hour of MCLE general credit by the
California State Bar.
Click HERE for the Probate Referee Guide, courtesy of Fiduciary Real Estate Services.
Court-Appointed Attorneys
Apply to be a court-appointed attorney. Watch the Court-Appointed Attorney Workshop. Verify that you meet the qualifications to be court-appointed counsel. Then download and fill out the application.
Submit your application to the San Bernardino County Superior Court Probate Clerk’s Office.
Our Email List
Sign up for our email list by clicking here
Be sure to select “Estate Planning/Probate Law”
If you have signed up for our email list and you do not receive the emails, please look in your junk or spam folder. I have even heard reports that these emails go to a special folder that you IT administrator may have to help you locate.
If you’re not getting these emails at all, here are a few ideas:
Safelist the email address in your email application. Click HERE for instructions on how to do that. (I‘m on a Mac and I had to go online to create a safe senders list for Outlook)
Your anti-virus software may be filtering out the emails. You should be able to unblock the emails.
Probate Referee Guide
If you don’t already have a copy, download the 2020 Probate Referee Guide
Incredible Energy at 2022 Probate Symposium
A Big Thank You to Our Vendors, Our Sponsors, and All Who Came, Especially Those that Got All Gussied Up in Their Best Western Wear…
CLICK HERE FOR PICS!
2022 Probate Symposium Event Sponsors
2022 Probate Law Bench-Bar Symposium • Thursday, September 29, 2022
Thank you to the following sponsors of this year’s Symposium!
CLICK ON THE LOGOS TO VISIT OUR SPONSORS
THANK YOU AGAIN FOR YOUR SUPPORT!