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General Law

Real Property and Trusts & Estates Crossover Issues

Notice the NEW LOCATION:

Join us for an interactive discussion about issues to consider in planning and drafting estate plans that include real property assets, as well as the opportunities and potential challenges during probate or trust administrations.

Topics will include:
~ Estate planning considerations for clients with real property assets
~ Procedural concerns in real property transactions involving trusts & estates – trust administration vs. probate
~ Entity owned real property and estate planning
~ Subtrust allocations of real property
~ Exclusions from property tax reassessment
~ Estate planning for cannabis-related businesses and real property
~ MediCal planning to protect the family home
~ Co-ownership agreements and beneficiary buyout options for inherited real property interests
~ Basic tax considerations for estate planners: estate tax, income tax and property tax
~ Life estate planning in and out of trusts

Cyphers, Ken

Kenneth R. Cyphers, Anderson Zeigler, A Professional Corporation

Mr. Cyphers is a certified specialist in Estate Planning, Trust and Probate Law, representing clients in matters involving estate planning, trust & estate administration, real property law and general business law. Mr. Cyphers helps his clients with both simple and complex estate planning. His knowledge and experience with real estate transactions and real estate development provide a solid background to assist his clients with real property transactions and ownership disputes. Mr. Cyphers received his Bachelor of Arts degree in Psychology from State University of New York at Albany, and earned his Juris Doctorate degree at St. John’s University School of Law. He is licensed to practice in California and New York. He has also held a California Real Estate Broker license since 2004.

Metz, Naomi
Naomi Metz, Law Office of Naomi E. Metz

Ms. Metz is an estate planning attorney with a special focus on the unique needs of the LGBT community. In addition to her legal work, Ms. Metz provides educational seminars for professionals and the LGBT community on estate planning, tax, and property issues for LGBT families. Ms. Metz has also taught classes on LGBT issues in the law at Empire College School of Law and the University of Michigan School of Law. Ms. Metz is on the board of the National LGBT Task Force, and is co-chair of the Sonoma County LGBTQI Giving Circle.

Date: Wednesday, December 5, 2018

Time: Check-In: 2:45 pm; Presentation: 3:00—5:00 pm

Kenneth R. Cyphers, Anderson Zeigler, A Professional Corporation
Naomi Metz, Law Office of Naomi E. Metz

The Glaser Center, 547 Mendocino Ave, Santa Rosa, CA 95401.

MCLE: 2 Units Participatory MCLE Credit in General Law

Registration Fee: $80–SCBA Members; $95–Public;

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

Click Here to Register
Click Here to Download the Registration Flyer

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