Attorney's BriefCase


Beyond the Basics™
'Til Death or Divorce: Cross-Over Issues for Estate Planners and Family Law Counsel

Seminar leaders:
Diana E. Richmond, Esq., CFLS, AAML Ellen I. Kahn, Esq. Raquel L. Sefton, Esq., CFLS

Ellen I. Kahn is the managing partner of Sideman & Bancroft LLP and specializes in estate planning and trust administration. She advises clients in creating wills, trusts and charitable entities, represents executives of public companies, founders of privately-held companies, spouses, domestic partners, multiple generations of families and others who hold interests in family businesses, as well as trustees and executors in their roles as administrators of complex trusts, including operation of businesses. She spoke on "Transmutations in Post-Marital Agreements" at the 2010 Annual Symposium of the Northern California Chapter of the American Academy of Matrimonial Lawyers. She has been listed in The Best Lawyers of America since 2010 and is consistently listed as a Northern California "Super Lawyer." She is a member of the Board of Directors of the Breast Cancer Fund and the Mount Zion Health Fund.

Diana E. Richmond is a partner of Sideman & Bancroft LLP. A certified family law specialist since 1980, she focuses her practice as a mediator, settlement conference facilitator and temporary judge in family law and domestic partnership matters. She has been continuously listed in The Best Lawyers of America since 1983 and was designated by Best Lawyers as the 2012 San Francisco Family Law Mediator of the Year, as well as the 2009 San Francisco Family Law Lawyer of the Year. She received the 2007 Hall of Fame Award from the Association of Certified Family Law Specialists. She lectures and writes frequently on family law topics and is one of the editors of Matthew Bender's California Family Law Practice and Procedure II.

Raquel L. Sefton is a partner and Head of the Family Law Group at Sideman & Bancroft LLP. A certified family law specialist, she counsels clients through issues ranging from premarital agreements to dissolution proceedings; negotiates and drafts cohabitation, premarital, post-nuptial and legal separation agreements for marriages as well as for domestic and same-sex partners; and she litigates all aspects of complex family law matters. She chaired the Family Law Section of the Bar Association of San Francisco from 2008-2009. She lectured before the Bar Association of San Francisco and the San Francisco Estate Planning Council on Cross-Over Issues in Family Law and Estate Planning in May 2012.

Among the topics to be covered are:

  • ATROs
    • Nonprobate transfers
    • Insurance restrictions
    • Interim estate planning
  • Bifurcation of Status
    • Effect of death
    • Interim QDROs
  • Issues following death
    • Creditors’ claims
    • Characterization of property and debts in Probate Court
    • Fam. Code §2640
    • Fiduciary Duty issues
  • Premarital Agreements
    • Drafting
    • Timing
    • Disclosures
    • Enforceable provisions
    • Unenforceable provisions
    • Spousal support
  • Marital Agreements
    • Effective agreements
    • Effect of Fiduciary Duty
    • Characterization issues
    • Conflict between probate planning and Marital Dissolutions
  • Effective Transmutations
    • Trust Agreements
    • Partnership Agreements

Program qualifies for 3.00 hours of MCLE and Legal Specialization credit

Download Seminar Flyer

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  • Advance Registration (up to 2 days before class): $175.00
  • Regular Registration (after the Early-bird period): $200.00
  • Additional members of the same firm: $/member
  • Note: Processing Fee for Refunds: $50