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Section | Estate Planning, Trust and Probate

Section Meeting

How to Properly Prepare a Certificate of Independent Review

SPEAKERS
AJ Harris, Senior Counsel | Murphy, Pearson, Bradley & Feeney
Kavin A Williams, Associate | Murphy, Pearson, Bradley & Feeney

Learn the necessary steps to cultivating and executing a comprehensive CIR development plan and, just as importantly, weighing the execution of a CIR against a high-likelihood of your involvement in future litigation; unhappy, displaced beneficiaries contesting a change in testamentary transfers all but assures your previous representation will be challenged in future proceedings.

FREE for Probate & Estate Planning Members. Apply discount during registration.

Handout #1 Program Slides
Handout #2 Preparing a Certificate of Independent Review Article

1.0 CLE | General

Brown Bag Lunch
Contact

Timothy Barteau | Email
Valerie Kushel | Email

09/20/2018 11:45 AM 09/20/2018 1:30 PM America/Los_Angeles Section Meeting How to Properly Prepare a Certificate of Independent Review Town Center Community Room, 770 Tamalpais Drive, Suite 201, Corte Madera, CA, 94925 Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

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Date and Location

Thursday | September 20, 2018
11:45A-1:30P

Town Center Community Room
770 Tamalpais Drive, Suite 201
Corte Madera, CA 94925

Speaker Information

AJ Harris, Senior Counsel

Murphy, Pearson, Bradley & Feeney

Mr. Harris focuses his practice on all phases of litigation, including the representation of corporations and individuals at mediation, arbitration and trial. His practice extends to commercial, business, professional liability and real estate litigation matters, with an emphasis on legal malpractice, insurance and real estate broker defense, breach of contract claims, premises liability, elder law, and construction litigation. Mr. Harris has been recognized as a Northern California Rising Star by Super Lawyers magazine every year from 2013 through 2016.

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Kavin A Williams, Associate

Murphy, Pearson, Bradley & Feeney

Mr. Williams is an Associate at Murphy, Pearson, Bradley & Feeney in their San Francisco office where he represents individuals and corporate clients with matters involving commercial and business litigation, transactions, real estate, professional liability, and employment law. While attending the University of Puget Sound, Mr. Williams played varsity football and was a representative on the NCAA’s National Student-Athlete Advisory Committee. Later he played as an imported player in Helsinki, Finland and Basel, Switzerland where he won a national championship. While attending the University of Michigan, Mr. Williams was a reference desk assistant, a student attorney with the Community and Economic Development Clinic, and a pro-bono volunteer for Legal Services of South Central Michigan. In his spare time, Mr. Williams enjoys staying active, volunteering with LibriVox and with St. Anthony’s winter shelter and free clothing program.

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