Probate and Mental Health Spring 2016 Study Section Conference Hilton San Diego Gaslamp Quarter, San Diego March 9-11, 2016

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1 CONFERENCE INFORMATION Probate and Mental Health Spring 2016 Study Section Conference Hilton San Diego Gaslamp Quarter, San Diego The Probate and Mental Health Spring 2016 Study Section Conference will be held, at Hilton San Diego Gaslamp Quarter, San Diego. The conference begins on Wednesday evening at 6:00 p.m. with a social hour and dinner followed by a Problem Solving Workshop. The conference concludes at 11:15 a.m. on Friday. Registration Fee - $ The registration fee includes all electronic conference materials; Wednesday's social hour and dinner, Thursday's breakfast and lunch; and Friday's breakfast. Each registrant, whether attending for MCLE credit or not, must pay the full registration fee. No discounts are available for those attending partial sessions. Registrants may not share or split registration fees. Register by February 21, Mail the registration form and registration fee to County Counsels' Association, 1100 K Street, Suite 101, Sacramento, CA Payment should be made out to County Counsels' Association. After February 21, 2016, the registration form to Mary Penney at mpenney@counties.org. Guest Fee - $75. Each registrant bringing a guest must pay the full Guest Fee. The Guest Fee includes Wednesday night's dinner only. No other events or meals are included. Cancellation and Refund Policy. Registration cancellations must be ed to Mary Penney at mpenney@counties.org by 5:00 P.M. on February 21, Cancellations made after February 21, 2016, are not subject to refunds due to meal guarantees. If there are late registrations to offset meal guarantees, the Association will make every effort to refund cancelled registrations (less a $35 processing fee). HOTEL INFORMATION Hilton San Diego Gaslamp Quarter 401 K Street San Diego, CA TEL (619) Reservations: (800) Accommodations: $149 Single/Double. Occupancy tax at present is 12.61%. For any additional taxes and fees, contact the Hotel. Reservations/Cancellation: Make your room reservation by February 16, To secure the group rate, reference the group name "County Counsels' Association Probate and Mental Health". All reservations require first night's deposit or credit card guarantee. When making reservations, inquire about cancellation and early departure policies. Transportation: The Hotel recommends taxi service which is always available at the Airport. Parking: The Hotel offers valet parking at $45 for overnight guests, and $20 daily for event parking. For More Information: To find links to the Hotel's website, visit the online version of the "CLE News Conference Announcement" at

2 County Counsels Association of California Probate and Mental Health Spring 2016 Study Section Conference Hilton San Diego Gaslamp San Diego, California CONFERENCE AGENDA (Revised: January 25, 2016) This activity has been approved for MCLE credit by the State Bar of California in the amount of 8.25 Hours MCLE Credit (This includes 1.0 Hour of Competence Issues and 1.0 Hour of Legal Ethics Credit) Wednesday, March 9, :00 p.m. 7:00 p.m. Reception 7:00 p.m. 8:00 p.m. Dinner 8:00 p.m. 9:00 p.m. Problem Solving Workshop Mitchell B. Davis Program Chair, Assistant County Counsel, Ventura Nicole M. Misner, Section Chair, Deputy County Counsel, Kern The County Counsels Association is a State Bar of California Approved MCLE provider. The County Counsels' Association of California certifies that this activity conforms to the standards set forth in Section 7.1 for approved activities prescribed by the rules and regulations of the State Bar of California governing MCLE.

3 Page 2 Thursday, March 10, :00 a.m. 8:30 a.m. Registration and Breakfast 8:30 a.m. 9:00 a.m. Introductions, MCLE Comments, and Welcome Mitchell B. Davis Program Chair, Assistant County Counsel, Ventura Nicole M. Misner, Section Chair, Deputy County Counsel, Kern 9:00 a.m. 10:00 a.m. Case Law and Legislative Update Nicole M. Misner, Deputy County Counsel, Kern Gillian Greenfeld, Deputy County Counsel, Kern 10:00 a.m. 10:15 a.m. Morning Break 10:15 a.m. 11:15 a.m. Tax Issues in PA and Probate Conservatorships William C. Sias, Deputy County Counsel, Los Angeles 11:15 a.m. 12:15 p.m. Overview of PA Adversary Proceedings Bryan C. Walters, Deputy County Counsel, Kern 12:15 p.m. 1:30 p.m. Lunch: 1:30 p.m. 3:00 p.m. Public Administrator Creditor s Claims (1.5 Hours MCLE Credit) Adrienne S. Heckman, Supervising Deputy County Counsel, Orange 3:00 p.m. 3:15 p.m. Afternoon Break Work Product Confidentiality: Conference attendees are reminded that discussions of cases and matters still pending are confidential and subject to the attorney work-product privilege.

4 Page 3 3:15 p.m. 4:15 p.m. Celebrity Probates: Practice and Legal Considerations Lisa M. Proft, Senior Deputy County Counsel, Los Angeles 4:15 p.m. 5:00 p.m. Jury Trial Waivers (In Re Kevin A.) (0.75 Hour MCLE Credit) Forrest W. Hansen, Deputy County Counsel, Merced 5:00 p.m. Adjournment Friday, March 11, :15 a.m. 8:45 a.m. Breakfast 8:45 a.m. 9:00 a.m. Section Business (No MCLE Credits) 9:00 a.m. 10:00 a.m. Ethics in the Legal Profession (1.0 Hour Legal Ethics MCLE Credit) Abigail L. Roseman, Deputy County Counsel, El Dorado 10:00 a.m. 10:15 a.m. Morning Break 10:15 a.m. 11:15 a.m. Substance Abuse in the Legal Profession (1.0 Hour Competence Issue MCLE Credit) Rebecca L. Chenoweth, Deputy County Counsel, Mendocino 11:15 a.m. Adjournment Work Product Confidentiality: Conference attendees are reminded that discussions of cases and matters still pending are confidential and subject to the attorney work-product privilege.

5 County Counsels Association of California Probate and Mental Health Spring 2016 Study Section Conference Hilton San Diego Gaslamp San Diego, California REGISTRATION FORM ATTENDANCE POLICY Conferences of the County Counsels Association, including study section conferences, are not open to the public. Attendance shall generally be limited to members of the Association (which includes county counsels and their legal staff). Name: First Name on Badge: Bar #: Title: County/Organization: Street Address: City: Zip Code: Telephone: Fax: Address: Emergency Contact (after 5:00 PM only): (Name) Special Needs (i.e., allergies, physical, dietary, etc.): Registration Fee: Includes all electronic conference materials, Wednesday s social hour and dinner; Thursday s breakfast and lunch; and Friday s breakfast. NOTE: No refunds will be given for cancellations received after February 21, $ Attending Wednesday s dinner YES NO Guest Fee: The Guest Fee includes Wednesday s dinner. Each registrant bringing a guest must pay the $75.00 full Guest Fee. No other events or meals are included. Make check payable to County Counsels Association. NOTE: No refunds will be given for cancellations received after February 21, Guest s Name Guest s Name on Badge Return your completed registration form and check by February, 21, After this date, registrations must be faxed to (916) If a receipt is required, contact the Association at (916) Make checks payable to County Counsels Association of California. Mail to: County Counsels Association Attn: Mary Penney 1100 K Street, Suite 101 Sacramento, CA Work Product Confidentiality: Conference attendees are reminded that discussions of cases and matters still pending are confidential and subject to the attorney work-product privilege.