- California Association of Legal Document

CALDA Presents Its: 3rd Annual Summer Seminar Series hosted by the
CALDA-LA/Orange Chapter
Saturday, July 18, 2015
Registration begins at 8:00a sharp
Courtyard by Marriott, 6333 Bristol Parkway, Culver City, CA 90230 - (310) 484-7000
Wills, Trusts, and Other Estate Documents: Section 702
Speaker:
Galen Hammond, LDA
G.R. Hammond Document Services
9:00a – 10:30a
MCLE/CLE = 1.5
Ex Parte Motions Form Preparation and Filing: Section 114
Speaker: Cathy Cowan, JD, LDA
Low-Cost-Legal-Docs
10:45a – 12:15p
MCLE/CLE = 1.5
“Document Preparation for a Trust-Based Estate Plan,
Powers of Attorney and Advance Healthcare Directives”
“The Pros & Cons of Filing an Ex Parte Motion”
Estate planning is the process of anticipating and arranging for
the disposal of an estate during a person’s life. Estate planning
typically attempts to eliminate uncertainties over the
administration of a probate and maximize the value of the
estate by reducing taxes and other expenses
An ex parte motion asks for a court order before the other party
has an opportunity to be heard on your request. The need for
an ex parte order might exist in circumstances when: you have
a good faith belief that you or the child’s safety is in immediate
danger, a parent threatens to flee the jurisdiction with the child,
to transfer marital assets, or to take actions which will cause
immediate or irreparable injury to you, your child or your
property
THIS HANDOUT WILL BE SENT TO THE PARTICIPANT’S
EMAIL ADDRESS PROVIDED AT THE TIME OF
REGISTRATION – PLEASE PRINT BEFORE ATTENDING
THE WORKSHOP
THIS HANDOUT WILL BE PROVIDED TO ALL
PARTICIPANTS IN HARD COPY
Handout Only - $25 – complete and mail registration sheet to:
Handout Only - $25 – complete and mail registration sheet to:
Vanessa Watson, 4001 Inglewood Avenue, Suite 101-345, Redondo Beach, CA 90278
Vanessa Watson, 4001 Inglewood Avenue, Suite 101-345, Redondo Beach, CA 90278
LUNCH / NETWORKING
12:15p – 1:15p
Motions for Spousal Support: Section 107
Speaker: Judge Mark A. Juhas
Los Angeles Superior Court, Central District
1:30p – 3:00p
MCLE/CLE = 1.5
“Meeting the Requirements of Family Code § 4320:
Spousal Support”
In making a permanent support order, either after being asked
by one side or the other, or at times upon its own motion, the
Court can no longer utilize the Dissomaster or Xspouse
programs and must instead consider the numerous factors set
forth in California Family Code § 4320. This course will guide
you on how to complete the required FL-157 form
THIS HANDOUT WILL BE PROVIDED TO ALL
PARTICIPANTS IN HARD COPY
Handout Only - $25 – complete and mail registration sheet to:
Vanessa Watson, 4001 Inglewood Avenue, Suite 101-345, Redondo Beach, CA 90278
Petition for Appointment of Probate Conservator: Section 501
Speaker: Ana Maria Jimenez, LDA (w/guests)
AMJ Probate Services
3:15p – 4:45p
MCLE/CLE = 1.5
“Petitioning for Appointment of a Probate Conservator”
When an adult can no longer care for his or her basic needs, he
or she may need a court-appointed conservator.
Conservatorships are very form-intensive and procedural.
Learn the form preparation and procedures for a general
conservatorship, with an emphasis on the Petition and its
attachments, prepping for and after the hearing, and a
discussion of all the different players involved (such as the
court investigator (which at times is the attorney appointed for
the conservatee, probate examiner, etc.)
THIS HANDOUT WILL BE PROVIDED TO ALL
PARTICIPANTS IN HARD COPY
Handout Only - $25 – complete and mail registration sheet to:
Vanessa Watson, 4001 Inglewood Avenue, Suite 101-345, Redondo Beach, CA 90278
CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS (CALDA), A MUTUAL BENEFIT CORPORATION, NON-PROFIT ORGANIZATION, WHOSE PURPOSE IS TO PROVIDE
EDUCATIONAL TRAINING, STANDARDS OF PRACTICE AND DISSEMINATION OF ONGOING EDUCATIONAL MATERIALS TO ITS MEMBERS IN THE FIELDS OF LEGAL DOCUMENT
PREPARATION, PROCEDURE AND PARALEGAL SERVICES, THROUGH PUBLICATION, LECTURERS, OR OTHERWISE. CALDA, AN APPROVED MCLE/CLE PROVIDER 11548, CERTIFY
THAT THESE WORKSHOPS HAVE BEEN APPROVED FOR MCLE/CLE CREDIT BY THE STATE BAR OF CALIFORNIA. THESE WORKSHOPS ALSO MEET THE STANDARD FOR
MANDATORY CONTINUING LEGAL EDUCATION FOR CALDA MEMBERS AND FOR PARALEGALS (LEGAL ASSISTANTS).
SUMMER SEMINAR REGISTRATION FEES & HOTEL INFO
JULY 18, 2015
(Cost only includes continental breakfast buffet / boxed lunch / handouts)
MEMBER:
Cost: $85 (early bird fee until June 30) / $100 (after early bird/door) / Parking: $8.00 (NOT included in cost)
NON-MEMBER:
Cost: $100 (early bird fee until June 30) / $115 (after early bird/door) / Parking: $8.00 (NOT included in cost)
ALL MEMBERS & NON-MEMBERS MUST REGISTER ONLNE AT
WWW.CALDA.ORG
BOXED LUNCH PREFERENCES*:
Boxed lunches includes your choice of:
Ham (lettuce, tomatoes, onions and american cheese on white bread – condiments on the side)
Turkey (lettuce, tomatoes, onions and american cheese on wheat bread – condiments on the side)
Vegetarian (lettuce, tomatoes, zucchini, eggplant, red and green bell peppers and alfalfa sprouts on wheat bread
– condiments on the side)
* all above sandwiches are accompanied with a snack, cookie, fruit and a 12oz soft drink
FYI . . . . . .
DAILY PARKING:
Event attendees shall be offered discounted self-parking of $8.00 per vehicle with no in/out
privileges. Overnight hotel guests shall be offered the overnight self-parking rate of $12.00 per
vehicle with in/out privileges. Payment for parking shall be indicated on the Banquet Event
Order and charged accordingly.
OVERNIGHT ROOMS:
Hotel provides a discounted catering rate for less than ten rooms per night. Client shall receive
$10.00 off the regular daily rate at the time of booking. For more than ten rooms per night, Hotel
may provide a further discount on rooms via a group contract. Group contract shall be requested
by Client a minimum of two months prior to arrival date.
CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS (CALDA), A MUTUAL BENEFIT CORPORATION, NON-PROFIT ORGANIZATION, WHOSE PURPOSE IS TO PROVIDE
EDUCATIONAL TRAINING, STANDARDS OF PRACTICE AND DISSEMINATION OF ONGOING EDUCATIONAL MATERIALS TO ITS MEMBERS IN THE FIELDS OF LEGAL DOCUMENT
PREPARATION, PROCEDURE AND PARALEGAL SERVICES, THROUGH PUBLICATION, LECTURERS, OR OTHERWISE. CALDA, AN APPROVED MCLE/CLE PROVIDER 11548, CERTIFY
THAT THESE WORKSHOPS HAVE BEEN APPROVED FOR MCLE/CLE CREDIT BY THE STATE BAR OF CALIFORNIA. THESE WORKSHOPS ALSO MEET THE STANDARD FOR
MANDATORY CONTINUING LEGAL EDUCATION FOR CALDA MEMBERS AND FOR PARALEGALS (LEGAL ASSISTANTS).