Lectures & Education

Jim Lamping is actively involved in providing education in the trusts and estates field.  Jim’s recent and upcoming educational activities include the following:

California Society of CPAs, California CPA Education Foundation 2007 Estate Planning Conference: Subtrust Funding

July 26, 2007 Los Angeles
July 27, 2007 San Francisco

California Society of CPAs, California CPA Education Foundation 2008 Estate Planning Conference: Post Mortem Administration Problem Areas

July 24, 2008 Los Angeles
July 25, 2008 San Francisco

Redwood Empire Estate Planning Council, Santa Rosa, California: Subtrust Funding, March 4, 2009

Member, Organizing Committee, California Society of CPAs, California CPA Education Foundation 2009 Estate Planning Conference

American Cancer Society Marin Gift & Estate Planning Advisory Board, San Rafael, California: Subtrust Funding, January 20, 2010

The Trusts and Estates Section of the State Bar of California, Community Property Issues in Trust Administration, April 21, 2010

San Francisco Public Radio, KALW 91.7 FM, “Home Foreclosures Before and After Death” – Originally Aired on June 9, 2010

Sacramento County Bar Association: Stale Trust Funding, June 15, 2010

Co-Chair,  California Society of CPAs, California CPA Education Foundation 2010 Estate Planning Conference

California Society of CPAs, California CPA Education Foundation 2010 Estate Planning Conference: Revitalizing a Stale Trust: Improvement, If Not Perfection

July 7, 2010, Los Angeles
July 8, 2010, San Francisco

Continuing Education of the Bar, Crossover Issues in Estate Planning and Family Law, July 23, 2010, San Francisco, California

The State Bar of California 83rd Annual Meeting: Estate Tax Update: 2010 and Beyond, Monterey, California, September 23, 2010

South Placer Estate Planning Council, Roseville, California, Administering the Stale Trust, October 19, 2010

The Trusts and Estates Section of the State Bar of California Thirty-Fourth Annual Fall Program, Estate Tax Update: 2010 and Beyond, Los Angeles, California, November 5, 2010

Introduction to Income Taxation of Trusts and Estates, Trusts and Estates Section of the State Bar of California, 2011 Cyber Institute, Jan 31, 2011, 1:00 PM

Administrative Offices of the Courts Probate and Mental Health Institute; The State of the Estate Tax: What Courts Need to Know About the 2010 Tax Act, March 22, 2011

Marin County Bar Association, Probate and Estate Planning Section, Revitalizing a Stale Trust, June 15, 2011

Co-Chair, California Society of CPAs, California CPA Education Foundation 2011 Estate Planning Conference

The State Bar of California Solo and Small Firm Summit, Trusts and Estates: Managing a Client-Focused Practice, June 25, 2011, Anaheim, California

The Trusts and Estates Section of the State Bar of California, Where to Begin: A Sixty Minute Guide to Establishing a Successful Trusts and Estates Practice, May 16, 2012, Webinar

The 86th Annual Meeting of the State Bar of California, Analyzing the Numbers in Probate Litigation, What Is Really at Stake, October 10, 2013, San Jose, California

Continuing Education of the Bar, Using Judicial Council Forms Correctly in a Probate Proceeding, San Francisco, California, March 14, 2014

The Estate Planning, Probate and Trust Section of the Bar Association of San Francisco, San Francisco, California, Revitalizing a Stale Trust, May 7, 2014

San Francisco Paralegal Association, Subtrust Allocation, Funding, and Administration on the Death of the First Spouse, October 14, 2014

The Trusts and Estates Section of the Bar Association of San Francisco,Ethical Issues in the Life-Cycle of an Engagement, December 2, 2014

The Trusts and Estates Section of the State Bar of California, Ethical Issues for Trust and Estate Attorneys: Liability to Non-Clients, to Successor Fiduciaries Occupying the Office of the ‘Client,’ to Incapacitated Clients, and to Family Members, January 21, 2015, Webinar

Attorney Action Club, Revitalizing a Stale Trust, February 18, 2015, San Francisco,California

The San Francisco Paralegal Association: Problem Areas in Trust Administration,
March 24, 2015

The Trusts and Estates Section of the State Bar of California, Fundamentals of Trusts and Estates Practice III:  Fiduciary Duties, May 19, 2015, Webinar

The Trusts and Estates Section of the State Bar of California, Fundamentals of Trusts and Estates Practice III: Litigating Internal Trust Matters,September 16, 2015, Webinar

The 88th Annual Meeting of The State Bar of California, The Guide to the Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel, October 9, 2015, Anaheim, California

The 88th Annual Meeting of the State Bar of California, Using Judicial Council Forms Correctly in a Probate Proceeding, October 10, 2015, Anaheim, California

The Trusts and Estates Section of the State Bar of California’s Thirty-Ninth Annual Fall Program, The “Guide to the Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel” November 20, 2015, San Francisco, California

The Estate Planning, Probate and Trust Section of the Bar Association of San Francisco, San Francisco, California, Fixing the Trainwreck: Litigating the Reformation, Modification and Termination of Estate Planning Documents, April 12, 2016

Continuing Education of the Bar (CEB), Crossover Issues in Estate Planning and Family Law, May 17, 2016, San Francisco, California

Contra Costa Bar Association Annual Estate Planning Symposium, Administration of Stale Trusts, June 16, 2016, Walnut Creek, California

The State Bar of California Solo and Small Firm Summit, Trusts and Estates: The Basics of Litigating Internal Trust Matters, June 18, 2016, Newport Beach, California

Continuing Education of the Bar (CEB), Fiduciary Duties Under the Probate Code, November 15, 2016, San Francisco, California