< CALENDER OF CONTINUING EDUCATION SANTA CRUZ COUNTY ESTATE PLANNING COUNCIL The Santa Cruz County Estate Planning Council is a group consisting of estate planning professionals in the Santa Cruz area. Members include bank trustees and private fiduciaries, investment advisors, insurance persons, people who provide services for the elderly, attorneys, CPAs, etc. The group meets once a month and continuing education credits are offered. There are no meetings in June, July, August and September. Annual dues to join are $10.00 per year which are used to cover copy costs and the cost of the speaker's breakfast. Checks for the dues and the breakfast can be made payable to the SCCEPC and can be paid at the first breakfast meeting attended. No RSVP is needed to attend the meetings. The meetings take place at the DeLaveaga Golf Course and Country Club House in Santa Cruz (directions below) at 7:15 a.m. Cost is $12.00 whether or not you eat breakfast. Call or email Peter Sanford at 831-426-8484 or psanford@sclawfirm.com CALENDAR OF MEETINGS FOR 2009: Wednesday, January 21, 2009, Estate Planning Section - "Estate Planning Valuation: Its in the Eye of the Beholder" John W. Prokey, Esq. will discuss basic valuation concepts and principles applicable in estate planning situations. He will also review practical considerations for every estate planner working with clients on transfer tax returns and trust and estate settlement issues. DeLaveaga Golf Course and Country Club House - 7:15 a.m., $13.00 whether or not you eat breakfast; an additional $10.00 for MCLE credit. Question - call or e-mail Peter Sanford, 831-426-8484.   Wednesday, February 18, 2009, Estate Planning Section - "Choosing Hospice: How Hospice can Support You and Your Family?" Ann Carney Pomper and Kathy Conway, from Hospice of Santa Cruz County, will discuss various matters related to Hospice, like: How do you know it's time for hospice care. Who his eligible for care and who pays for it, and how are patients and their families supported by Hospice at the end of life. DeLaveaga Golf Course and Country Club House - 7:15 a.m., $13.00 whether or not you eat breakfast; an additional $10.00 for MCLE credit. Question - call or e-mail Peter Sanford, 831-426-8484.   Wednesday, March 18, 2009, Estate Planning Section - "Probate and Trust Law: Top 25 Cases in 2008" The Honorable Robert B. Yonts (Ret.) will review recent cases in areas such as: Unconstitutionality of the graduated probate fee; problems with testamentary no contest clauses; lack of standing to file safe harbor declaratory relief action. He will also cover dispute resolution between heirs, beneficiaries, pretenders and part time lovers using mediation and arbitration. DeLaveaga Golf Course and Country Club House - 7:15 a.m., $13.00 whether or not you eat breakfast; an additional $10.00 for MCLE credit. Question - call or e-mail Peter Sanford, 831-426-8484.   Wednesday, April 15, 2009, Estate Planning Section - "To Be Announced"  DeLaveaga Golf Course and Country Club House - 7:15 a.m., $13.00 whether or not you eat breakfast; an additional $10.00 for MCLE credit. Question - call or e-mail Peter Sanford, 831-426-8484. Wednesday, May 20, 2009, Estate Planning Section - "Avoiding Potholes on the Road of Love" Robert Temmerman, Esq. and Sondra Allphin, Esq. will identify often overlooked transfer obstacles for married couples and registered domestic partners. Their discussion will include, but not be limited to, spousal consent requirements for non-probate transfers of community property, the impact of family protection statutes on planning, transmutations (intended and unintended) and breach of spousal fiduciary duties. DeLaveaga Golf Course and Country Club House - 7:15 a.m., $13.00 whether or not you eat breakfast; an additional $10.00 for MCLE credit. Question - call or e-mail Peter Sanford, 831-426-8484

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