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Welcome to the
web site of the Estate Planning and Trust Council of Long Beach (EP&TCLB).
EP&TCLB was organized for the purpose of promoting cooperation and sharing
of knowledge among attorneys, CPA's, financial planners, trust officers,
and insurance advisors who are active in the field of estate planning or
trusts. Membership is also open to other financial services professionals
who take an active role in estate planning on behalf of their clients. All
members are required to have at least five years experience in their profession.
(You may qualify for an Associate Membership if you have less than five
years experience - please be sure to check the appropriate area on the membership
application.)
MEETING NOTICE
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DATE:
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Thursday, March 18, 2010
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TIME:
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11:30 am – 12:00pm lunch
12:-00 – 1:00pm speaker's presentation |
| PLACE: |
Petroleum Club of Long Beach
3636 Linden Avenue Long Beach
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SPEAKER: |
Judge Roy Paul, LA Superior Court
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| TOPIC: |
“ The State Of Probate and No Contest Clauses”
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Judge Roy Paul will speak on “The State Of Probate and No Contest Clauses” and will also have a Probate Attorney give a brief presentation in which she will describe her duties and responsibilities and the serious and important role she plays in the Probate process.
Judge Roy Paul attended the University Of Southern California and graduated with a Bachelor of Arts in 1971. He served in the US Navy and reserves from 1971 to 1994. He also attended Western State College of Law and graduated in !977 passing the Bar.
He was appointed as a Municipal Court Commissioner in 1991 and in 2000 was elevated to Superior Court serving in Family Law, Civil Law and Probate Law.
Judge Roy Paul retired from the United States Naval Reserve in 1994 with the rank of Lieutenant Commander and he currently sits in San Pedro and Long Beach Superior Court in a Civil and Probate assignment.
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This activity has been approved for 1 hour of MCLE credit by the State Bar of California and the Long Beach Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations for the State Bar governing minimum continuing legal education.
Please join us on Thursday, March 18, 2010 for this informative topic. The lunch fee for Non-Members is $35.00 . All Guests must sign in at the table at the entrance to the meeting room and leave a business card. RSVP's are not required .
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MARK YOUR CALENDARS
April 15, 2010 Speaker: Ben Duncan Topic: IRS Update
May 20, 2010 Speaker: Chris McConnell Topic: TBD
June 17, 2010 Speaker: Members Round Table Topic: TBD
July 15, 2010 Speaker: Dan Walker, F&M Bank Topic: Banking Update
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