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Section | Estate Planning, Trust and Probate

Estate Planning & Probate Litigation Sections Meeting (virtual)


A True Story of How A Good Estate Plan And A Good Team Helped Resolve Elder Abuse in Marin

SPEAKERS
Carolyn Rosenblatt, RN | Aging Parents™
Dr. Mikol Davis | Aging Parents™
Mary L. Symons | Law Offices of Mary L. Symons

The September MCBA Estate Planning, Trust and Probate & Probate Litigation Sections Meeting presentation, A True Story of How A Good Estate Plan And A Good Team Helped Resolve Elder Abuse in Marin, will be held virtually on Wednesday, September 20th from 12:00 to 1:00 PM via a Zoom Meeting. Note: Your video/picture will appear on screen in a small box.

In this case study, we show how the usual wording in a trust can actually further elder abuse and how creative alternatives saved a vulnerable elder from a predator. The team of our estate planner, consultant and psychologist, as well as litigators, protected the elder with dementia.

Time will be reserved for questions and discussions.

***For those that are not able to attend but interested in the post-meeting recording, we require that you Register for the Event. Once the presentation is over, if the recording is adequate, we will send it to those that were not able to attend. If the recording is distorted and can not be viewed, MCBA will refund your registration fee. MCBA does not provide CLE for viewing recordings post presentation.***

We look forward to seeing you.

Paul Gruwell and Julia Butler
Co-Chairs, Estate Planning, Trust and Probate and Probate Litigation Sections

MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING LEGAL EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1 HOUR TOWARDS LEGAL ETHICS CLE CREDITS.

MCLE Notice: To receive MCLE credit: virtually, you must connect by digital device; i.e., tablet or computer (Call in by telephone only will not qualify); in person, you must sign in/out at registration table.

This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. MCBA is a certified provider: Provider #411

Accessibility: People with disabilities and/or special requests should contact MCBA regarding reasonable accommodations.


1.0 CLE | General


Contact

Denise Belli | Email
Mee Mee Wong | Email


09/20/2023 12:00 PM 09/20/2023 1:00 PM America/Los_Angeles Estate Planning & Probate Litigation Sections Meeting (virtual) A True Story of How A Good Estate Plan And A Good Team Helped Resolve Elder Abuse in Marin Zoom Webinar, , , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Registration for this event has ended

Date and Location

Wednesday | September 20, 2023
12:00-1:00P

Zoom Webinar

Speaker Information

Carolyn Rosenblatt, RN

Aging Parents™

Carolyn Rosenblatt is an RN, Public Health Nurse and Attorney at AgingParents.com, consulting about issues in aging. She has 27 years of litigation experience. Her subject matter expertise is in age-related healthcare, legal and financial issues with families and professionals. She is an ABA published author. She also mediates family elder-related disputes.

Website

Dr. Mikol Davis

Aging Parents™

Dr. Mikol Davis is a clinical psychologist with 45 years of experience as a mental health provider. He is a subject matter expert in aging issues, particularly testamentary capacity, dementia and cognitive impairment. He maintains a therapy practice and is a consultant and co-mediator with his wife, Carolyn Rosenblatt at AgingParents.com. He is a regular volunteer settlement panelist with the Marin County Courts in family law cases.

Website

Mary L. Symons

Law Offices of Mary L. Symons

Mary L. Symons is a certified specialist in Estate Planning, Probate, & Trust Law, certified by the State Bar of California, Board of Legal Specialization and has been practicing in this field for more than 30 years. She has a J.D. from the University of California College of the Law, San Francisco (formerly Hastings College of the Law) and an LL.M. (Taxation) from New York University.

Website