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• 01.08.2025 SCCEPC MCLE: "Elder Abuse, Restraining Orders"

  • When
    8 Jan 2025
  •  
    12:00 AM - 1:00 PM
  • Location
    Zoom

  Register

  
  

  01.08.25 MCLE

  The Santa Cruz County Estate Planning Council Presents:

  
  

  Elder Abuse Restraining Orders. 

  Speaker: D. Robert Dieringer, Esq. ZOOM.

  Join us for our January, 2025 CLE featuring Rob Dieringer, Esq., a

  seasoned expert in elder law. As a State Bar of California accredited

  Certified Elder Law Attorney and six-time Super Lawyer, Rob brings

  extensive expertise to the table. This session will focus on obtaining

  elder abuse restraining orders, a critical topic for our clients. Gain

  practical insights and strategies from Rob to effectively advocate for

  vulnerable individuals.

  
  

  MCLE credits:  The Santa Cruz County Bar Association has certified that this activity has been approved by the State Bar of California for one hour of MCLE credit.

  
  

  Show details
• 01.16.2025 MCLE "How to Help Clients Minimize Real Estate Taxes using Estate Planning"

  • When
    16 Jan 2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Zoom

  Register

  01.16.2025

  12:00-1:00  p.m.

              Presenter:  Roxanne Olson, Attorney at Law

  Date:  January 16, 2025

  Via Zoom 12:00 - 1:00 pm  

  Topic:  How to Help Clients Minimize  Real Estate Taxes using Estate Planning.

  Many families in Santa Cruz struggle to afford to stay here, particularly with high real estate taxes. Their advisors must understand how strategic estate planning can lead to significant cost savings, even during a lifetime. When Proposition 19 passed a few years ago the legal strategies for minimizing property taxes changed significantly and families need updated advice. In this seminar, we’ll focus on family residences, and how to minimize both capital gains and property taxes. If you aren't an estate planner, but want to be able to identify costly and common mistakes your clients may be making -- plus learn a few strategies for your own family -- this talk will break down the details in a clear, straightforward way.

  
  

  Certificate of Attendance for One  (1) Hour of Attendance provided by
  

  Santa Cruz County Bar Association

  Show details
• 02.12.2025 Estate Planning Council MCLE "Uses of §850" Petitions

  • When
    12 Feb 2025
  •  
    12:00 AM - 1:00 PM
  • Location
    Zoom

  
  

  SANTA CRUZ COUNTY ESTATE PLANNING COUNCIL

  02.12.25

  SANTA CRUZ COUNTY ESTATE PLANNING COUNCIL

   Uses of §850 Petitions. ZOOM.

  
  

  MCLE credits:  The Santa Cruz County Bar Association has certified that this activity has been approved by the State Bar of California for one hour of MCLE credit.

  Thank you to the Santa Cruz Estate Planning Council.
  

  Show details
• 02.19.2025 MCLE "Navigating Narcissism: Understanding yourself and others in handling difficult personalities effectively"

  • When
    19 Feb 2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Zoom

  
  

  02.19.2025

  12:00-1:00  p.m.

  Zoom

   "Navigating Narcissism: Understanding Yourself and Others in  Handling Difficult Personalities Effectively"
  

  Presenter: Dr. Cheryl Jacques

  In the legal field, we often encounter individuals—clients, colleagues, opposing counsel, and expert witnesses—whose behavior can challenge our patience and professionalism. This presentation will provide practical tools to identify and effectively navigate interactions with individuals exhibiting narcissistic or sociopathic tendencies, ensuring productive outcomes.
  
  The session will also explore the concept of healthy narcissism and how cultivating this trait can enhance confidence, resilience, and overall effectiveness as an attorney.

  
  

  Certificate of Attendance for One  (1) Hour of Attendance provided by

  Santa Cruz County Bar Association

  Show details
• 03.12.25 MCLE SCCEPC "Navigating Rule 8.3"

  • When
    12 Mar 2025
  •  
    12:00 AM - 1:00 PM
  • Location
    Zoom

  
  

  SANTA CRUZ COUNTY ESTATE PLANNING COUNCIL

  March 12, 2025, noon to 1:00.

  Navigating Rule 8.3. Speaker: Anne Rudolph, Esq. ZOOM.

  
  

  
  

  MCLE credits:  The Santa Cruz County Bar Association has certified that this activity has been approved by the State Bar of California for one hour of MCLE credit.

  Thank you to the Santa Cruz Estate Planning Council.
  

  Show details
• 04.09.25 MCLE SCCEPC "Foreign Asset Reporting for Trusts & Estates IN-PERSON

  • When
    9 Apr 2025
  •  
    12:00 AM - 1:00 PM
  • Location
    Zoom

  
  

  SANTA CRUZ COUNTY ESTATE PLANNING COUNCIL

  Wednesday, April 9, 2025, noon to 1:00.

  Foreign Asset Reporting for Trusts & Estates. Speaker: Jane Becker, Esq.

  In-person. Location: TBA.

  
  

  
  

  MCLE credits:  The Santa Cruz County Bar Association has certified that this activity has been approved by the State Bar of California for one hour of MCLE credit.

  Thank you to the Santa Cruz Estate Planning Council.
  

  Show details
• 05.14.25 MCLE SCCEPC "1031 Exchanges - The Basics and Beyond"

  • When
    14 May 2025
  •  
    12:00 AM - 1:00 PM
  • Location
    Zoom

  
  

  SANTA CRUZ COUNTY ESTATE PLANNING COUNCIL

  Wednesday, May 14, 2025, noon to 1:00.

  1031 Exchanges - The Basics and Beyond. Speaker: Ron Ricard. ZOOM

  
  

  
  

  MCLE credits:  The Santa Cruz County Bar Association has certified that this activity has been approved by the State Bar of California for one hour of MCLE credit.

  Thank you to the Santa Cruz Estate Planning Council.
  

  Show details