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VIRTUAL CONFERENCEcle.usc.edu/estateplanningFRIDAYNOVEMBER 19, 2021USC GOULD SCHOOL OF LAW47TH ANNUALTRUST AND ESTATECONFERENCEBroadcastingfromthe Cloud!THE ESSENTIAL DAY-LONG CONFERENCE FORTRUST, ESTATE PLANNING, PROBATE ANDELDER LAW PROFESSIONALSCE credit available for Attorneys, Accountants, ProfessionalFiduciaries, Financial Planners, and Bankers and Trust Officers#USCTrust

why attend?For over 46 years, USC Gould’s Trust and Estate Conference has been connectingtrust, estate planning, probate and elder law professionals. Talk throughpractical and realistic solutions to the biggest questions in the field today. Ourunmatched lineup of speakers will share valuable insight into the techniquesinstrumental to the success of their very own practices.who should attend?The conference is specially tailored for trust, estate planning, probate and elderlaw professionals including attorneys, paralegals, trust officers, accountants,financial institution executives, private professional fiduciaries, wealthmanagement professionals, fiduciary officers, underwriters and insuranceadvisors.what’s included?Registration for this online conference includes access to the live broadcast andavailable recordings of the on-demand sessions, continuing education credit,and an electronic copy of the conference syllabus and Annual Resource Guide (atrust and estate professional directory covering Los Angeles, Orange County andSan Diego County).sign up now!REGIST ER ONLI N E AThttps://cle.usc.edu/estateplanningupcomingUSC Gould School of Law programsCORPORATE COUNSELWednesday, December 1, 2021https://cle.usc.edu/corporateTAXMonday – Wednesday, January 24-26, 2022https://cle.usc.edu/taxEmail us at cle@law.usc.edu to join our mailing list and keep up to date with our programs.2

sponsors and contributorsThe USC Gould School of Law and Planning Committee of the 47th Annual Trust and EstateConference gratefully acknowledge the generous contributions of:PLATINUM SPONSORSGOLD SPONSORSJACK BARCAL, ESQSILVER SPONSORSCOMMERCIAL LOANCORPORATIONPlease visit our website at https://cle.usc.edu/estateplanning for a complete andup-to-date list of Conference sponsors and supporters.3

USC GOULD SCHOOL OF LAW47TH ANNUALTRUST AND ESTATE CONFERENCEOnline Program8:25 – 8:30 AMWelcome and Opening RemarksTerrence M. FranklinConference ChairSacks, Glazier, Franklin & Lodise LLP8:30 – 10:00 AMAnnual Update:Recent Developments in Probate and Trustand their Practical ApplicationsJoin our popular experts, as they review criticalrecent California legislation and case law andFederal tax law. Encompassing developments inwills, trusts and estate, and gift taxation, bothnew and experienced practitioners will benefitfrom their useful information and insights.Jeffrey A. Dennis-StrathmeyerAttorney at LawDavid LaneRetired from Private Practice of LawErin L. ProutyHoffman, Sabban & Watenmaker, APCLecturer, USC Gould School of Law10:00 – 10:10 AMBreak TimeSponsored by the Professional FiduciaryAssociation of California4

10:10 – 11:10 AMAvoiding Traps of 529 PlansEven though 529 plans have been around for a while,there are many traps for unwary. Join us to learn abouthow to educate your clients who may be unawareabout the consequences of death during the five-yearpre-funding period, rules for changing beneficiaries,permissible tax-free distributions, and whether it makessense to pay for education personally given taxabledistributions from the plans.Eric M. TokuyamaHoffman, Sabban & Watenmaker, APC11:20 – 12:20 PMPre-Death Administration: Supporting andSafeguarding Our Elders and Their LegacyDiscussion of best practices and tools for lawyersinvolving the transfer of information with respectto pre-death administration: Where are the bankaccounts and passwords? What kind of informationdo you need and who has rights to this information?Caprice L. CollinsCollins Law Group, APC12:30 – 1:15 PMKeynote PresentationSponsored by Signature ResolutionUnderstanding Cognitive Biasesfor Advancing Culture ChangeDeveloping cultural competencies is critical forlimiting implicit bias and its negative impact acrossorganizations. Join respected speaker, Dr. DouglasHaynes, for his perspectives on minimizing implicitbias. He will share his efforts to mobilize forces toestablish the Black Thriving Initiative at Universityof California at Irvine and how that has created amore inclusive environment.Douglas M. Haynes, Ph.D.Chief Diversity OfficerVice Chancellor and ProfessorUniversity of California, Irvineb .5 hour of MCLE elimination of bias credit available.1:30 – 2:30 PMPost-Death AdministrationJoin our panelists as they discuss typicalpost-death administration matters: What stepsshould be taken to secure or marshal a decedent’shome or tangible personal property? What stepsare taken to secure or marshal real property? Howis contact initiated with heirs or beneficiaries?What information should be communicated toheirs or beneficiaries? How to handle disposal ofestate or Trust assets? What are the steps to taketo mitigate potential liability?Pamela BlattnerProfessional FiduciaryBlattner Fiduciary ServicesJustin B. GoldOldman, Cooley, Sallus,Birnberg, Coleman & Gold, LLP2:30 – 2:45 PMBreak TimeSponsored by Jack Barcal, Esq5JACK BARCAL, ESQ

2:45 – 3:45 PMLitigation Issues of Tangible PersonalProperty and Other Distributions“But Grandma said that I get the blue ceramic pig!”Fiduciaries are often put in a position where they areduty-bound to marshal, value, sell, and/or distributetangible personal property. Unfortunately, either dueto the unique circumstances of the property itself orthe obstacles or contention created by the governinginstrument or family dynamics, executors and trusteescan find themselves needing to resolve disputes or,worse yet, to defend their actions or inaction in courtproceedings. This presentation explores risk andlitigation issues that arise and will also provide tips onhow to potentially avoid litigation and liability.Michael S. BrophyU.S. Regional Leader,Private Client and Tax DivisionWithers Bergman LLPRita M. DiazChair of Litigation DepartmentHahn and Hahn LLP4:00 – 5:00 PMAddressing Remote Work andMulti-State IssuesPracticing law across state lines may have legal andethical implications. Do you know the considerationsfor clients who own assets in multiple jurisdictions?We are also forced to consider the income tax andemployment aspects of remote working (i.e. if youwant to work from your house in Jackson Hole forpart of the year or if your secretary/employee/etc.wants to work remotely). Join the panelists for anengaging discussion!Bryan H. KellyWithers Bergman LLPAngela J. Reddock-WrightReddock Law Group5:00 PMAdjournmentBONUS WEBINARSponsored by Manufacturers BankFiduciary and Trust & Estate Banking:Is Your Bank Providing the Productsand Services You Need?The program will discuss banking solutions tohelp you and the Trustee reduce and eliminateuncertainties over the administration of the Trustor estate. Topics include increasing the valueof the estate by reducing expenses, maximizingFDIC insurance coverage, and how to effectivelypartner with a specialized trust and estatebanker to avoid delays and unforeseen pitfalls.What you don’t know can hinder your efforts!Wes Bryant IIVice President and SeniorRelationship ManagerManufacturers BankMax DammIntraFi Network6

keynote speakerDOUGLAS M. HAYNES, PH.D .CHIEF DIVERSITY OFFICERVICE CHANCELLOR FOR EQUITY, DIVERSITY,AND INCLUSIONPROFESSOR OF MODERN EUROPEAN HISTORYAND AFRICAN AMERICAN STUDIESUNIVERSITY OF CALIFORNIA , IRVINEDr. Douglas M. Haynes is the inaugural Chief Diversity Officer and Vice Chancellorfor Equity, Diversity, and Inclusion at the University of California, Irvine. In this rolehe provides executive leadership to empower students and employees to maximizetheir potential in an affirmative learning and working environment at UCI. Throughthe Office of Inclusive Excellence (OIE) he leads a team of inclusive excellencechampions to advance institutional transformation. To this end, OIE drivesaccountability through data-driven metrics; mounts a suite of capacity buildingcourses and training modules; engages in research and evidence-based bestpractices to promote a thriving organization; and leverages external partnershipsto accelerate change at UCI and throughout the University of California. In 2021, UCIreceived the SeaChange Bronze Institutional Award from American Association forthe Advancement of Science (AAAS) based on an unprecedented institutional selfassessment and action plan to promote diversity, equity, and inclusion.Dr. Douglas M. Haynes is a Professor of Modern European History and AfricanAmerican Studies. His research advances understanding about the knowledge,authority, and power of modern medicine, science, and technology in terms ofthe fault-lines of race, gender, and class in society. This framework animates oftwo single authored books entitled The Conquest of Tropical Disease and Fit toPractice. In 2014, Haynes also led the establishment of the Center for MedicalHumanities and served as the inaugural director for 5 years. The center representsan unprecedented collaboration among deans and faculty in three schools: arts,humanities, and medicine. Central to this collaboration is an enduring commitmentto the multi-disciplinary understanding of health, healing, and well-being. A nativeof San Francisco, Douglas Haynes graduated from Pomona College in Claremont,California. Returning to the Bay Area, he completed his Ph.D. in Modern EuropeanHistory at the University of California, Berkeley. He was a Fulbright Scholar and arecipient of the University of California President’s Postdoctoral Fellowship.7

planning committeeTerrence M. FranklinNicole M. PearlMcDermott Will & Emery LLPCONFERENCE CHAIRSacks, Glazier, Franklin & Lodise LLPAlana H. RotterGreines, Martin, Stein & Richland LLPJack Barcal, Esq.USC Leventhal School of AccountingUSC Marshall School of BusinessSussan H. ShoreWeinstock Manion, A Law CorporationElizabeth A. BawdenWithers Bergman LLPAdam F. StreisandSheppard, Mullin, Richter & Hampton LLPSandra J. ChanMichael V. VollmerThe Law Office of Michael V. VollmerCaprice L. CollinsCollins Law GroupAlan S. WatenmakerHoffman, Sabban & Watenmaker, APCChang H. ChaeHoffman, Sabban & Watenmaker, APCKenneth S. WolfRita M. DiazHahn & Hahn LLPCONFERENCE CHAIR EMERITUSOf CounselFreeman, Freeman & Smiley LLPPaul Gordon HoffmanHoffman, Sabban & Watenmaker, APCGeraldine A. WyleFreeman, Freeman & Smiley LLPRodney C. LeeLoeb & Loeb LLPRobin ManessAssociate Dean of Development,Alumni Relations andContinuing Legal EducationUSC Gould School of LawREGISTER ONLINE AThttps://cle.usc.edu/estateplanningFollow USC Gould Continuing Legal Education onFACEBOOK: https://www.facebook.com/USCGouldCLELINKEDIN: GRAM: https://www.instagram.com/USCGouldCLE/TWITTER: https://twitter.com/USCGouldCLE (USCGouldCLE)#USCTrust8