Document Library

Document Name Date Added
February 2023 Focus Group Handout #2
SECURE 2.0-act-provisions.pdf (146K)
2023-02-13
2025 Jan Handouts
Estate Planning Updates.pdf (317K)
2024-12-31
Presentation
SBEPC Apr 10 2025 mtg.mp4 (84610K)
2025-04-11
Protecting Your Rights to IP in Bankruptcy
Protecting Your Rights to Intellectual Property in Bankruptcy - FindLaw.pdf (136K)
2023-12-03
January 2023 Handouts
Estate Planning Updates - Current Developments - covers 2022 - South Bay Estate Planning Counsel.pdf (278K)
2023-01-12
2024 Nov Handouts
Attorney Pres 6 pdf.pdf (937K)
2024-11-13
2024.11.01 DOJ Annual Report to Congress - Combat Elder Fraud and Abuse
2024.11.01 DOJ Annual Report to Congress - Combat Elder Fraud and Abuse.pdf (4888K)
2025-04-10
How to Perfect a Security Interest in Intellectual Property
How to Perfect a Security Interest in Intellectual Property (Copyrights, Trademarks and Patents) _ The IP Law Blog.pdf (232K)
2023-12-03
November 2022 Meeting Handouts 3
Table of Trustee duties.pdf (107K)
2022-11-10
2024 Oct Handouts
SDM - Friend or Foe and Implications for your Business.pdf (167K)
2024-10-08
2024.02.15 The Day I Put $50,000 in a Shoe Box and Handed It to a Stranger
2024.02.15 The Day I Put $50,000 in a Shoe Box and Handed It to a Stranger.pdf (1860K)
2025-04-10
Nov 2023 Handouts
Nov Handout THE TIMES. . .THEY ARE A'CHANGIN'. . .).pdf (179K)
2023-11-09
November 2022 Meeting Handouts
The Tumultuous Terrain of the Trustee Presentation Outline - SBEPC.pdf (422K)
2022-11-09
Sept 2024 Handouts - QPRTs
Sept 2024 Handouts QPRTs.pdf (8823K)
2024-09-12
2023 FBI IC3 Elder Fraud Report
2023 FBI IC3 Elder Fraud Report.pdf (948K)
2025-04-10
September 2023 Handouts - notes
Sept 2023 Handouts - notes.pdf (9497K)
2023-09-13
May 2024 Handouts
Estate Plan Gone Sideways.pdf (641K)
2024-04-26
Membership Application
sbepc-application-v9162020.pdf (11814K)
2022-02-10
2025-01-27 - Daily News - The Small Estate Donut Hole
2025-01-27 - Daily News - The Small Estate Donut Hole.pdf (1960K)
2025-03-20
April 2023 Focus Group Handouts
April 2023 FG Handouts.pdf (6290K)
2023-07-24
April 2024 handouts - Ethical Wills
Ethical Wills April 11, 2024 handouts.pdf (1904K)
2024-04-11
AB 2016 text 2024-09-23
AB 2016 text 2024-09-23.pdf (1654K)
2025-03-20
April 2023 Handouts - Supported Decision Making
April 2023 Handouts.pdf (988K)
2023-04-13
Feb 2024 Handouts
The Magic of Fighting Fraud - 2-8-24.pdf (3349K)
2024-02-08
2025 Feb Handouts
Secure Act & Secure Act 2.0 .pdf (179K)
2025-02-06
March 2023 Handout
Ethics and the Elderly.docx (58K)
2023-03-09
SBEPC Presentation - December 2023
South Bay Estate Planning Counsel Presentation on Intellectual Property by Marc Hankin - 12-14-2023 (3).pdf (2018K)
2023-12-10
Membership Application 2025 - Fillable
sbepc-2025-membership-application-fillable-v8.pdf (11769K)
2025-01-04
March 2023 Focus Group Handout
A Snarl of Conflicting Presumptions Brace v. Wall.pdf (3005K)
2023-02-14
Security Interest and IP
Security Interest and IP.pdf (267K)
2023-12-03
February 2023 Focus Group Handouts
SECURE 2.0-one-page-overview.pdf (77K)
2023-02-13
2024 Dec Handouts
2024-12-12 South Bay Estate Planning Council.pdf (1984K)
2024-12-06
Transnational Scam Resource List
Transnational Scam Resource List (rev 10-26-2024).pdf (151K)
2025-04-10
Patent Security Agreements_ Perfection Lost
Patent Security Agreements_ Perfection Lost_.pdf (208K)
2023-12-03
December General Meeting handouts
Dec 8th Handouts 3 to sheet.pdf (1068K)
2022-11-28
Focus Group Outline October 24 Beneficial Ownership Interest Report
Focus Group Outline October 24 Beneficial Ownership Interest Report.pdf (28K)
2024-10-23
2024.02.16 NYT What Amazon, the F.T.C. and C.I.A. Won’t Say When You’ve Been Scammed
2024.02.16 NYT What Amazon, the F.T.C. and C.I.A. Won’t Say When You’ve Been Scammed.pdf (259K)
2025-04-10
Granting or Recording a Security Interest in a Patent
GRANTI~1.PDF (198K)
2023-12-03
November 2022 Meeting Handouts 2
Uniform Trust Code.pdf (65K)
2022-11-10
October 2024 Handouts - CRC Outline
CRC Outline for Supportive Decision Making Presentation.pdf (722K)
2024-10-03
2023 FBI IC3 Internet Crime Report
2023 FBI IC3 Internet Crime Report.pdf (1968K)
2025-04-10
October 2023 FG Handouts
SBPEPC Keeping it Safe 2023-10-26.pptx (235K)
2023-10-26
Membership Application 2024 - Fillable
sbepc-2024-membership-application-fillable-v7.pdf (11766K)
2024-05-14
September 2022 General Meeting Handouts
McDonnell - The Cost of Cognitive Impairment.pdf (1867K)
2022-08-18
2024-09-05 Daily News AB 2016 Proposes to Expand California's Small Estate Asset Limit
2024-09-05 Daily News AB 2016 Proposes to Expand California's Small Estate Asset Limit.pdf (1584K)
2025-03-20
October 2022 Handouts
Poppins Presentation Bv2.pdf (929K)
2023-07-24
April FG Handouts
MCLE Tips of the Trade_ Succession Planning_ the Importance of Staying In Control - California Lawyers Association (1).pdf (300K)
2024-04-14
AB2016_Senate Judiciary committee analysis
AB2016_Senate Judiciary committee analysis.pdf (196K)
2025-03-20
May 2023 Handouts - Prop 19
Proposition 19 Revisited - May 2023 Handouts.pdf (678K)
2023-05-10
March 2024 Handouts
24-03-14 South Bay Estate Planning Council.pdf (1149K)
2024-03-11
March 2025 handouts
March 2025 handouts.pdf (395K)
2025-03-07
March 2023 Presentation
Cox March General Presentation.pdf (992K)
2023-03-09
January 2024 Handouts - Andy K
2024 Relevant Tax Changes.pdf (295K)
2024-01-15
Membership Application 2025 - Fillable
sbepc-2024-membership-application-fillable-v11.pdf (11769K)
2025-01-07
March 2023 Presentation
Cox March General Presentation.pptx (2000K)
2023-03-09
Value and Risk Considerations for IP Collateral
Value and Risk Considerations for Intellectual Property Collateral.pdf (876K)
2023-12-03