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Conference Sessions this year will be divided into 3 tracks: Probate/Estate Planning, Family Law, and Business Development.

Mix and Match - no need to preselect your classes. Schedule best viewed on desktop/PC.

SESSIONS WILL BEGIN AT 2PM ON THURSDAY, OCT. 9 AND CONCLUDE AT 3:30PM ON SATURDAY, OCT. 11 - DETAILED SCHEDULED COMING SOON.

PROBATE & ESTATE PLANNING:

  • Ancillary Estate Planning Documents: Pour Over Will, Power of Attorney Financial, Power of Attorney Health Care, HIPAA etc.
  • Court Accounting 101: From Inventory & Appraisal to Preparing Schedules, including GC-400(SUM)
  • Court Accounting 102: Preparing and Submitting Petition, including Schedules
  • Simplified Trust Administration: From Understanding the Trust through Distribution
  • New for Probate in 2025: AB2016. Drafting the Petition to Determine Succession to Primary Residence

FAMILY LAW:

  • Simple Dissolution of Marriage v. Legal Separation (FL-100, FL-110, FL-115, FL-150, FL-160, FL-170, FL-180, FL-190)
  • When to Process a Nullity (Annulment) (FL-100) / When to ask for a Nunc Pro Tunc Judgment (FL-180)
  • When and Why? Marital Settlement Agreement v. Stipulated Judgment
  • Disclosures: Community Property v. Separate Property
  • Retirement Division: Qualified Domestic Relations Orders (QDROs)

BUSINESS DEVELOPMENT:

  • Channeling the Entrepreneurial Mindset
  • Leveraging Social Media and AI for Marketing
  • Creating an LDA Business Model that Stays within the Boundaries
  • Using Technology for Administration and Generating Referrals
  • Nobody Lives Forever: Preparing your Business for the Unexpected...and the Inevitable

GENERAL:

  • THE THREE PILLARS: Compliance with Business and Professions Code, Avoiding UPL, Ethics
  • How to make your local County Recorder your BFF


Conference Schedule - TENTATIVE
(sessions and times MAY BE subject to change)

Thursday, October 9

TIME ACTIVITY

12:00PM to 6:00PM Registration Table Open


2:00PM to 3:30PM BREAK OUT SESSIONS:  All Aboard!

Probate & Estate Planning - 1.5 hours MCLE

Ancillary Estate Planning Documents:

Pour Over Will, Power of Attorney Financial, Power of Attorney Health Care, HIPAA etc.

Natasha Oden, Esq.

Family Law - 1.5 hours MCLE

Simple Dissolution of Marriage v. Legal Separation

(FL-100, FL-110, FL-115, FL-150, FL-160, FL-170, FL-180, FL-190)

Nancy Newlin, Colusa Legal Support Services

Business Development - 1.5 hours Non-MCLE

Channeling the Entrepreneurial Mindset

David Muñoz, Union M


3:30PM to 4:00PM VISIT EXHIBITORS - Anchors Aweigh!


4:00PM to 5:30PM PLENARY SESSION: Stay Above Board!

General - 1.5 hours MCLE

THE THREE PILLARS:

Compliance with Business and Professions Code, Avoiding UPL, Ethics

Richard Lubetzky, Esq.


5:30PM to 7:00PM WELCOME MIXER - Setting Sail for a Great Conference! 

Friday, October 10

TIME ACTIVITY

6:30AM to 8:30AM Breakfast available to Hotel Guests

8:00AM to 5:00PM Registration Table Open

8:00AM to 5:00PM COMPLIMENTARY HEADSHOT PHOTOS with Oliver Captured Moments

8:00AM to 5:00PM Exhibitor Area Open

8:30AM to 10:00AM BREAK OUT SESSIONS:

Probate & Estate Planning - 1.5 hours MCLE

Family Law - 1.5 hours MCLE

Business Development - 1.5 hours Non-MCLE


10:00AM to 10:30AM COFFEE BREAK & VISIT EXHIBITORS


10:30AM to 12:00PM BREAK OUT SESSIONS:

Probate & Estate Planning - 1.5 hours MCLE

Family Law - 1.5 hours MCLE

Business Development - 1.5 hours Non-MCLE

12:00PM to 1:30PM Let's Do Lunch!  (No-host meal break)

1:30PM to 2:00PM VISIT EXHIBITORS


2:00PM to 3:30PM BREAK OUT SESSIONS:

Probate & Estate Planning - 1.5 hours MCLE

Family Law - 1.5 hours MCLE

Business Development - 1.5 hours Non-MCLE


3:45PM to 5:00PM SPEED MENTORING - Choose 3 different roundtable topics


5:30PM to 6:30PM HAPPY HOUR


6:30PM to 9:30PM EVENING OF EXCELLENCE - Dinner with your CALDA Crew

Saturday, October 11

TIME ACTIVITY

7:00AM to 8:30AM Breakfast available to Hotel Guests

8:00AM to 3:00PM Registration Table Open

8:00AM to 2:00PM Exhibitor Area Open

8:30AM to 10:00AM PLENARY SESSION:  All Hands on Deck!

General - 1.5 hours Non-MCLE


10:00AM to 10:30AM COFFEE BREAK & VISIT EXHIBITORS


10:30AM to 12:00PM BREAK OUT SESSIONS:

Probate & Estate Planning - 1.5 hours MCLE

Family Law - 1.5 hours MCLE

Business Development - 1.5 hours Non-MCLE

12:00PM to 1:30PM LUNCH & PRIZES / GIVEAWAYS


1:30PM to 3:00PM BREAK OUT SESSIONS:

Probate & Estate Planning - 1.5 hours MCLE

Family Law - 1.5 hours MCLE

Business Development - 1.5 hours Non-MCLE


3:00PM CONCLUSION OF CONFERENCE


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