Sacramento County Bar Association Probate and Estate Planning Law Section

PURPOSE

Studies issues in probate administration, estate planning and death taxation, and conservatorships.

2018 SECTION OFFICERS

Chair

Penelope Brown
PBrown@boutinjones.com

Vice Chair

Secretary

Treasurer

The Section Officers are elected annually and have monthly meetings to discuss events, collaboration with other sections and bar associations, and to brainstorm on how it can contribute to the Sacramento-area legal community, as well as the community in general.  All members are invited to attend Section Officer meetings to join in the discussion.

  • The Probate and Estate Planning Section provides a forum for discussion and study of procedural and substantive law issues in the fields of probate, conservatorships, guardianships, estate planning, trust and estate litigation, death taxes, and related fields. The Probate and Estate Planning Section is comprised of a diverse cross-section of professionals engaged in probate, estate planning, trust and estate litigation, tax, and related professions such as professional fiduciaries, bonding agents, certified public accountants, realtors, and financial advisors.  The Probate and Estate Planning Section hosts monthly luncheons to bring  our members together to exchange ideas and network with one another.  Our luncheons are centered around an informative and educational presentation on a wide range of topics, including estate tax, incapacity, undue influence, property transfer tax, ethics, trust accounting, and legislative updates. We hold quarterly Bench-Bar meetings with the acting Sacramento County Superior Court probate judge and court staff to ensure that our members’ concerns are heard by the Court and also that the Court’s concerns are passed on to our members.  The judge is invited to speak at least once a year at one of our monthly luncheons.  We are also proud to host an annual reception to present a “Public Service Award” to one Section member who has provided  exemplary service to the Court and to the public through pro bono work, mentoring, and serving as court-appointed counsel when called.
  • The Section supports the VLSP Estate Planning Clinic, which provides free (pro bono) services to low income residents of the Greater Sacramento Area.  Volunteer attorneys assist eligible clients with the preparation of financial powers of attorney, advance health care directives, and simple wills.  The Clinic operates one Monday evening per month, by appointment only, from the offices of the Voluntary Legal Services Program located at 501 12th Street (near E Street) in downtown Sacramento.  Interested members of the public should call VLSP at 916-551-2102 for more information.

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