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

HOW TO WRITE A BIFF RESPONSE

DEALING WITH HIGH CONFLICT COUNSEL

CALMING UPSET PEOPLE WITH EAR

Materials from Supervising Probate Judge Hon. Michelle H. Gilleece (great job on her first-ever PowerPoint presentation!!!) on State of the Probate Courts:

2023 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. Please register prior to the meeting.

Cost: Free to SBCBA members and affiliates, and to Court Staff.

A Big Thanks to our 2024 Vendors & Sponsors ! (click to Visit)


Check Out the 2023 Probate Symposium

PROBATE SYMPOSIUM 2024

Scenes from the 2023 Probate Symposium…

Recordings of Prior Meetings

In case you missed it…

Members of the San Bernardino County Bar Association can get self-study MCLE credit for watching one or more of the below videos and requesting credit from Claire Furness at claire@sbcba.org.


EVICTIONS IN PROBATE SITUATIONS with Robert A. Krasney • 7/17/2024

Click HERE for the presentation slides


When CivIl Meets Probate: How to Handle Case Proceeds Post-Settlement for an Incapacitated Plaintiff with Sheela Stark • 5/22/2024

Click HERE for the presentation slides


Attorneys: Common Mistakes & Little-Known Issues for Your Estate Plan with Sam Price • 2/20/2024

Click HERE for the presentation slides

Click HERE for the Agreement for a Practice Administrator

What Probate Judges Need, Want, and Love with Judge Mary Thornton House (Ret.) • 1/24/2024


Extraordinary Fees… And More • Sam Price • 8/23/2023

Click HERE for Presentation Slides

Click HERE for Sample Declaration Regarding Estate of Hilton/Estate of Walker


From Chaos to Clean with Cathy Bates • 10/25/2023

Click for the Presentation Slides

Intestate Succession • 7/26/2023
with Bryan Hartnell and Dan Schwartz

Click HERE for the Presentation Slides

Introduction with Probate Judge Damian Garcia
6/28/2023

Moore Marsden Concepts in Probate Cases
by Howard Friedman • 2/22/2023


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

Civility in probate court with william m. Nassar
4/24/2024

HOW MUCH COMPENSATION SHOULD A TRUSTEE RECEIVE? with JOSH YAGER • 8/28/2024

Click HERE for the presentation slides

Click HERE for the Article on Trustee Compensation

Click HERE for the Outline of this presentation

Click HERE for the presentation slides



Court Access Portal Training with Michah May and Rich Coles from the San Bernardino County Superior Court

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

Court Appointed Attorney Workshop with Craig Parker, Mark Flory, and Karin Horspool

Prop 19 and E-Recording with the San Bernardino County Assessor-Recorder-County Clerk Office

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, June 26, 2024
12:00 Noon to 1:15 pm


Remote by Zoom

Free to SBCBA Members and Court Staff

$20 for Non-Members (why not join?)

Topic and Speaker:

Introduction to Commissioner Margaret Beare

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:

  1. 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)

  2. 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!