The Business of a Trust & Estates Practice - A Practical Guide for Solo Practitioners and Small Firms


The Trusts & Estates Section with the Solo and Small Firm Section


The Business of a Trust & Estates Practice - A Practical

Guide for Sole Practitioners and Small Firms


Friday, June 29, 2018

The State Bar of California

180 Howard Street, San Francisco, CA 94105 


Program Materials  

We have placed the program material online for you to peruse and/or print before the Conference.  In the event that we receive supplemental progrma materials, we will post these materials to the website after the Conference.  Thank you for taking part in our efferts to reduce our carbon footprint.

***Please Note:  No printed Materials will be provided.  No internet access will be provided.  USB with materials will be provided on-site.


Click on links below to download: 


Panel 1 - What is a Meme - Ethics Rules and Social Media.pdf

Panel 2 - Report from the Trenches - Practical Tips on Running a Success.pdf

 Panel 3 - Estate Planning and New Technology.pdf

Panel 4 - The Business of Being an Employer...A Survival Guide for Solo .pdf

Panel 5 - An Estate Planners Penultimate Plan...Retirement.pdf


 Points of view or opinions expressed in these pages are those of the speaker(s) and/or author(s). They have not been adopted or endorsed by the California Lawyers Association Board of Representatives and do not constitute the official position or policy of the California Lawyers Association. Nothing contained herein is intended to address any specific legal inquiry, nor is it a substitute for independent legal research to original sources or obtaining separate legal advice regarding specific legal situations.

©2018 California Lawyers Association

All Rights Reserved

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