HOT TOPICS IN TRUST LITIGATION · 2011. 3. 24. · HOT TOPICS IN TRUST LITIGATION The Orange County...
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Dawn M. Hall Cauthen, Esq. Procopio, Cory, Hargreaves & Savitch LLP Shirley L. Kovar, Esq. Henderson, Caverly, Pum & Charney LLP John A. Hartog, Esq. John A. Hartog Inc., LLP Thursday, June 2, 2011 • Radisson Hotel Radisson Hotel, 4545 MacArthur Blvd., Newport Beach, CA 92660 11:15 a.m. Registration/Lunch • 12:00 p.m. – 2:00 p.m. Program Approved for 2.0 CLE Credits Thursday, June 2, 2011 • Hot Topics in Trust Litigation Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Email: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Firm Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Bar#: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Phone: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Business Address: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ City/Zip: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Visa/Mastercard/Amex/Discover #: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Expiration Date: _ _ _ _ _ _ _ _ _ _ _ _ _ _ Cardholder Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Signature: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ $ ________ is enclosed/to be charged. (Checks payable to OCBA) Please copy additional forms for each registrant. Registration unconfirmed until full payment is received. Standard rates apply to payments received after May 26, 2011. Cancellations must be received in writing by May 26, 2011 (no refunds after this date) and are subject to a $25 non-refundable administrative fee. OCBA reserves the right to substitute speakers. On-site registration available, but space is limited. This activity has been approved for Minimum Continuing Legal Education Credit by the State Bar of California in the amount of 2.0 hours, as appropriate to the content of the activity. OCBA is a State Bar approved MCLE provider and certifies that this activity conforms to the standards for approved education activities prescribed by the rules & regulations of the State Bar of California governing MCLE. Persons with disabilities: If special arrangements are required, contact OCBA 21 days prior to the program. Return this form to OCBA, P.O. Box 6130, Newport Beach, CA 92658 - Fax: 949-440-6710 For more information about CLE seminars, visit www.ocbar.org or call the OCBA Education Dept. at 949-440-6700 ext. 125. 902 HOT TOPICS IN TRUST LITIGATION The Orange County Bar Association and Present ADVANCED DISCOUNT DEADLINE: May 26, 2011. Standard rates apply for payments received in the OCBA offices after close of business on May 26, 2011. OCBA is not responsible for lost, misdirected or delayed mail. Register Online @ www.ocbar.org ADVANCED DISCOUNT RATE: STANDARD SEMINAR (payment received by 5/26) RATE OCBA Member $90 $115 New Admittee Member $80 $105 Law Student Member/Judge $60 $85 Non-Member $125 $150 • Attorneys’ fees in trust disputes • New statutes governing gifts to care custodians and other “disqualified persons” • Mistake as ground for contesting a will or trust • What is a “protected instrument” under the new no contest clause rules? • Petitions to compel accounts and related topics By providing your email address, you agree to allow the OCBA to email you regarding relevant OCBA information.
Transcript of HOT TOPICS IN TRUST LITIGATION · 2011. 3. 24. · HOT TOPICS IN TRUST LITIGATION The Orange County...
Dawn M. Hall Cauthen, Esq.Procopio, Cory, Hargreaves & Savitch LLP
Shirley L. Kovar, Esq.Henderson, Caverly, Pum & Charney LLP
John A. Hartog, Esq.John A. Hartog Inc., LLP
Thursday, June 2, 2011 • Radisson HotelRadisson Hotel, 4545 MacArthur Blvd., Newport Beach, CA 92660
11:15 a.m. Registration/Lunch • 12:00 p.m. – 2:00 p.m. Program
Approved for 2.0 CLE Credits
Thursday, June 2, 2011 • Hot Topics in Trust Litigation
Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Email: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
Firm Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Bar#: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Phone: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
Business Address: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ City/Zip: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
Visa/Mastercard/Amex/Discover #: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Expiration Date: _ _ _ _ _ _ _ _ _ _ _ _ _ _
Cardholder Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Signature: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
$ ________ is enclosed/to be charged. (Checks payable to OCBA) Please copy additional forms for each registrant.
Registration unconfirmed until full payment is received. Standard rates apply to payments received after May 26, 2011. Cancellations must be received in writing by May 26,2011 (no refunds after this date) and are subject to a $25 non-refundable administrative fee. OCBA reserves the right to substitute speakers. On-site registration available, but spaceis limited. This activity has been approved for Minimum Continuing Legal Education Credit by the State Bar of California in the amount of 2.0 hours, as appropriate to the contentof the activity. OCBA is a State Bar approved MCLE provider and certifies that this activity conforms to the standards for approved education activities prescribed by the rules ®ulations of the State Bar of California governing MCLE. Persons with disabilities: If special arrangements are required, contact OCBA 21 days prior to the program.
Return this form to OCBA, P.O. Box 6130, Newport Beach, CA 92658 - Fax: 949-440-6710For more information about CLE seminars, visit www.ocbar.org or call the OCBA Education Dept. at 949-440-6700 ext. 125. 902
HOT TOPICS IN TRUST LITIGATION
The Orange County Bar Associationand Present
ADVANCED DISCOUNT DEADLINE: May 26, 2011. Standard rates apply forpayments received in the OCBA offices after close of business on May 26, 2011.
OCBA is not responsible for lost, misdirected or delayed mail.
Register Online @ www.ocbar.org
ADVANCED DISCOUNT RATE: STANDARD SEMINAR
(payment received by 5/26) RATE
OCBA Member $90 $115
New Admittee Member $80 $105
Law Student Member/Judge $60 $85
Non-Member $125 $150
• Attorneys’ fees in trust disputes
• New statutes governing gifts to care custodians and other “disqualified persons”
• Mistake as ground for contesting a will or trust
• What is a “protected instrument” under the new no contest clause rules?
• Petitions to compel accounts and related topics
By providing your email address, you agree to allow the OCBA to email you regarding relevant OCBA information.
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