Upcoming events

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


    SANTA CRUZ COUNTY ESTATE PLANNING COUNCIL

    SANTA CRUZ COUNTY ESTATE PLANNING COUNCIL

    Elder Abuse Restraining Orders.  Speaker: D. Robert Dieringer, 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.
    • 16 Jan 2025
    • 12:00 PM - 1:00 PM
    • 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

    • 12 Feb 2025
    • 12:00 AM - 1:00 PM
    • 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.
    • 19 Feb 2025
    • 12:00 PM - 1:00 PM
    • 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

    • 12 Mar 2025
    • 12:00 AM - 1:00 PM
    • 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.
    • 9 Apr 2025
    • 12:00 AM - 1:00 PM
    • 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.
    • 14 May 2025
    • 12:00 AM - 1:00 PM
    • 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.

Past events

12 Dec 2024 12.12.24 MCLE DUIs and the DMV - Administrative Hearings, Reviews and Writs
11 Dec 2024 12.11.2024 Estate Planning Council MCLE In-Person "Year in Review"
6 Dec 2024 You are invited to our Holiday Open House! 12.6.24
4 Dec 2024 12.4.2024 Bench Bar Meeting
22 Nov 2024 11.22.24 MCLE In-Person Watsonville Assembly Room Courthouse
13 Nov 2024 In-Person 11.13.2024 Estate Planning Council MCLE Back Nine Grill
7 Nov 2024 Join us at our Membership Drive!
7 Nov 2024 11.7.24 MCLE: How to Maximize Your Chances of Winning on Appeal
22 Oct 2024 10.22.24 MCLE: Personal Injury Demand Letters by Jim Yu
10 Oct 2024 10.10.24 Roland K. Hall and Access to Justice Awards
10 Oct 2024 10.10.2024 SCCEPC MCLE: Estate Planning for the LGBTQ Community and Unmarried Couples
24 Sep 2024 09.24.24 MCLE Current Issues in Landlord/Tenant Law
23 Sep 2024 09.23.24 MCLE "Civility in the Court Systems" In-Person Watsonville Assembly Room Courthouse
11 Sep 2024 09/11/2024 Bench Bar Meeting
10 Sep 2024 09.10.2024 MCLE "When Women Own Firms: How to Lead, Originate, and Develop Business as a Woman"
26 Jul 2024 07.26.24 Lawyer Referral Service Lunch & Learn Santa Cruz location
24 Jul 2024 07.24.24 Lawyer Referral Service Lunch & Learn Watsonville Location
18 Jul 2024 Don't miss this one regarding new piece of federal legislation!07.18.24 MCLE "The Corporate Transparency Act" with Jay Landrum and Jace Lynch
20 Jun 2024 6.20.24 MCLE: Jay A. Tufano, Ring/Bender LLP: California Environmental Laws and Their Impacts on Real Estate Acquisitions and Development
13 Jun 2024 SCCBA Annual Summer Celebration! Join us 6.13.2024 the fun starts at 5:00PM
13 Jun 2024 MCLE 6.13.2024 "A Review of Current IRS Audit And Collection Activities, Including Key Legal Considerations for Attorneys"
5 Jun 2024 6.5.2024 Bench Bar Meeting
14 May 2024 05.14.2024 MCLE Ethical issues in the Representation of Tax-Exempt Organizations and Board Service
8 May 2024 05.08.24 In-Person MCLE SCEPC | Real Property Problems and Solutions for Estate Planning Attorneys
7 May 2024 05.07.24 MCLE: Breaking Down Barriers: 5 Strategies for Fostering Communication amidst Generational Differences and Implicit Bias
10 Apr 2024 4.10.2024 MCLE SC Estate Planning Council "Tales from the Dark Side"
21 Mar 2024 3.21.24 SCCBA Spring Fling. Registration is Open!
13 Mar 2024 3.13.24 MCLE SC Estate Planning Council "Estate Planning Tips and Pitfalls"
6 Mar 2024 3.6.2024 Bench Bar Meeting
5 Mar 2024 3.5.2024 MCLE Billing Effectively - 5 Ways to stay Ethical when Tracking Billing Time to Clients
22 Feb 2024 02.22.2024 "Can You Read It Back - Tackling Court Reporter Scarcity in CA"
14 Feb 2024 02.14.24 MCLE SC Estate Planning Council presents: New Medi-Cal Update
8 Feb 2024 2.8.2024 MCLE "Legislative Tools - Conducting CA Legislative Research Basics"
30 Jan 2024 01.30.2024 MCLE In-Person Presenter: Judge Cogliati and Siobhan Kelley
30 Jan 2024 1.30.24 ZOOM MCLE "Legal Writing" with Judge Cogliati and Siobhan Kelley
10 Jan 2024 1.10.24 MCLE SC Estate Planning Council "What your clients need to know about Secure and Secure 2.0"
13 Dec 2023 12.13.23 MCLE Santa Cruz Estate Planning Council Presents In-Person only: "The Year in Review"
12 Dec 2023 12.12.23 MCLE "Breakthroughs in AI-An introduction to Intelligent Legal Research"
6 Dec 2023 12.06.2023 Bench-Bar Meeting
1 Dec 2023 Holiday Open House
16 Nov 2023 11.16.23 MCLE Estate Planning Crossover Between Partition Actions
8 Nov 2023 11.8.23 MCLE Santa Cruz Estate Planning Council Presents: Reducing Income Tax Burdens on Non-Grantor Trusts
18 Oct 2023 10.18.23 Roland K. Hall and Access to Justice Awards
11 Oct 2023 10.11.23 MCLE SCCEPC "Deep Dive into Probate Code Section 15800 and AB 1079
5 Oct 2023 10.5.23 MCLE Victims' Rights & Trauma-Informed Representation
23 Aug 2023 8.23.23 MCLE "Motions 101: Civil Motions to Advance and Resolve your Case"
16 Aug 2023 8.16.2023 Bench-Bar Meeting
27 Jul 2023 7.27.23 MCLE "Understanding the Anti-slapp Statute" with speaker Josh Borger of Berliner Cohen
29 Jun 2023 6.29.23 MCLE Judge Volkmann via Zoom State of the Courts and the Practice of Law in Santa Cruz County
29 Jun 2023 6.29.23 IN-PERSON MCLE with Judge Volkmann "State of the Courts and the Practice of Law in SC County"
28 Jun 2023 6.28.23 MCLE 2023 Employment Law Update
13 Jun 2023 6.13.23 MCLE "An Overview of the Discipline Process of the State Bar of California"
8 Jun 2023 It's the Annual Summer Celebration! Join us 6.8.2023 the fun starts at 5:00PM
24 May 2023 5.24.23 NEW DATE; MCLE from Superior Court of SCC "Pride & Pronouns
17 May 2023 5.17.23 Quarterly Bench Bar Meeting
28 Apr 2023 4.28.2023 Celebration of New Beginnings Judge Hansen's Investiture and Judge Burdick's Retirement
13 Apr 2023 4.13.2023 MCLE Effective use of Paralegals in Litigation
12 Apr 2023 4.12.23 MCLE SCCEPC Subtrust Allocation for Litigation Attorneys
3 Apr 2023 Becoming a Judge in Monterey, San Benito, Santa Clara and Santa Cruz Counties
23 Mar 2023 SCCBA Spring Fling
14 Mar 2023 3.14.2023 MCLE "Ethical Issues with Virtual Remote Work."
8 Mar 2023 MCLE 03.08.2023 A Litigator's Evaluation of Prospective Will/Trust Contests
28 Feb 2023 02.28.2023 In-Person MCLE "Calculating Damages in Plaintiff's Personal Injury"
8 Feb 2023 02.08.2023 SCEPC AB 133 Exploring Medi-Cal's New rules and planning
1 Feb 2023 2.1.2023 Bench-Bar Meeting
12 Jan 2023 1.12.22 MCLE Recognition of the Negative Effect of Implicit Bias in Plaintiff's Case
11 Jan 2023 1.11.23 MCLE: SCCEPC Overview of Senate Bill 9
14 Dec 2022 MCLE: Estate Planning Council 2022 Annual Updates 12.14.22
7 Dec 2022 SCCBA Annual Meeting
7 Dec 2022 End-of-year Bench-Bar Meeting
6 Dec 2022 12.6.23 MCLE Substance Abuse in the Legal Profession with Presenter David Mann
2 Dec 2022 Holiday Open House
29 Nov 2022 11.29.22 Regulatory changes underway at the state bar; civility and client trust account reporting.
9 Nov 2022 11/9/2022 MCLE: Estate Planning Council Speaker Yvonne Ascher, Esq.
20 Oct 2022 10.20.22 SCCBA Annual Awards Event
13 Oct 2022 10.13.22 MCLE Mindfulness for the Legal Profession - Competency MCLE Credit
12 Oct 2022 10.12.22 MCLE "Death and Taxes" Speaker: Jane Becker
5 Oct 2022 10.5.22 MCLE: "Disability Inclusion and Accessibility in Court"
13 Sep 2022 9.13.22 MCLE: “Legal Capacity: Understanding and Advocating for Our Clients” by Teri Scarlett and Nancy Hoffman
30 Aug 2022 MCLE Social Media and Online Ethics (Ethics Credit)
24 Aug 2022 8.24 Bench-Bar Meeting
16 Jun 2022 Summer Celebration 2022
16 Jun 2022 6.16.22 MCLE "Current Developments in Ethics and the State Bar"
11 May 2022 5.11.22 MCLE Estate Planning "What's the Plan?" Handling Special but common situations of US persons with foreign assets or spouses."
26 Apr 2022 4.26.22 MCLE What Civil and Criminal Attorneys need to know about Immigration
21 Apr 2022 4.21 MCLE Real Property review of updated Realtors Residential Purchase Agreement
20 Apr 2022 Bench-Bar Meeting: A note from SCCBA Board President
13 Apr 2022 Estate Planning Council MCLE “Proposition 19 Update”
24 Mar 2022 SCCBA Spring Fling
22 Mar 2022 MCLE: Storytelling as a Litigation Tactic -IN-PERSON
16 Mar 2022 COVID, the CARES Act and Increased Foreclosure Activity
9 Mar 2022 Everything you have Always wanted to Know but Were Afraid to Ask about Probate
16 Feb 2022 Real Property Law Update - Part 2
10 Feb 2022 AB1185 and the Sheriff's Oversight - A Closer Look for Santa Cruz
9 Feb 2022 Estate Planning for the Modern Family l MCLE
26 Jan 2022 Bench Bar Meeting and Court Update
19 Jan 2022 Real Property Law Update - Part 1
12 Jan 2022 Can You "Just Do the Deal?" - Ethics in Negotiations and Transactions

Santa Cruz County Bar Association
P.O. Box 1311
Santa Cruz, CA 95061
(831) 423-5031

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