attorney resources
This page includes sample legal forms (e.g. simple wills, POA, AHCD) and materials provided at ALRP’s free Continuing Legal Education (CLE) trainings for attorneys. These materials are provided to attorneys for educational purposes, and are not intended for use by those seeking legal counsel or representation.
JUMP TO A SECTION:
Getting Started
Bankruptcy
Confidentiality
Elimination of Bias
Employment
Employee/Public Benefits
Ethics
Family Law
Immigration
Insurance
Landlord/Tenant & Real Estate
Miscellaneous
Substance Use
Tax
Wills & Estate Planning
GETTING STARTED
ALRP Fee Protocol
CA Bar Sample Written Fee Agreement Forms
Sample Panel Attorney Retainer Agreement
Sample Estate Planning Legal Services Agreement (pdf)
Sample Estate Planning Legal Services Agreement (doc)
The Non-Lawyers Guide to Legal Terms
BANKRUPTCY
Bankruptcy S&M: A Simple & Methodical Introduction to Bankruptcy
Compiled by Jeff Curl, Esq.
March 8, 2017
Bankruptcy Training Outline
Sample Bankruptcy Client Questionnaire
Using State and Federal Law to Protect Debtors from Collections Harassment
Compiled by Noah Zinner, Esq., Housing and Economic Rights Advocates
October 2, 2013
Statutory Consumer Rights in Debt Collection and Credit Reporting Outline
Income and Assets Exempt from Collection in CA
CONFIDENTIALITY
Confidentiality & HIV
Compiled by James Wood, Esq.
October 27, 2016
Sample Confidentiality Claim
Secondary Authorities Regarding Confidentiality
California HIV Law 2009
The Right to Privacy – PowerPoint Presentation PDF Slides
AIDS Law Manual – Chap 16: Confidentiality
Complete AIDS Law Manual
ELIMINATION OF BIAS
LGBTQ Anti-Discrimination Law in California
Compiled by David Nahmias, Esq.
December 10, 2019
LGBTQ Anti-Discrimination Law in California Presentation
LGBTQ Anti-Discrimination Law in CA Authorities Handout
Respecting Gender Identity in the Workplace Handout
Supreme Uncertainty for LGBTQ Rights Handout
DFEH Trans Rights Fact Sheet Handout
TLC Tips for Lawyers w Trans clients Handout
TLC Model Workplace Employment Policy Handout
OSHA Trans Facilities Best Practices Handout
#MeTooLawyers – Sexual Harassment Experienced by Lawyers
Compiled by Kenneth D. Martinson, Esq. and Heidi A. Machen, Esq.
March 20, 2018
#MeToo PowerPoint PDF Slides
Gender and Other Ethics in the Legal Profession Info Packet
The Diverse Workplace Info Packet
Farmers Insurance Discrimination Article
Jury Awards $7.1 Million Baker Case Article
Ogletree Sued for Discrimination Article
Precedent to Law Harassment Cases
Sedgwick Gender Bias Article
Steptoe Equal Pay Act Suit Article
Why Women Leave the Law Article
Creating Workspaces Free from Gender Identity Bias
Compiled by Shawn Meerkamper, Esq.
December 7, 2016
Employment Law and Transgender Clients PowerPoint PDF Slides
Lusardi v. McHugh Decision
Model Transgender Employment Policy
Tips for Lawyers Working with Transgender Clients Brochure
Creating Workspaces Free from Gender Identity Bias
Compiled by Sasha Buchert, Esq.
January 7, 2014
Gender Identity Bias Training PowerPoint PDF Slides
Workforce in Transition: Creating Legal Workplaces and Practices Free from Gender Identity Bias
Compiled by Matthew Wood, Esq.
September 27, 2011
6 Tips for Lawyers Working with Transgender Clients & Co-Workers
San Francisco Municipal Code
Summary of California State Law
EMPLOYMENT
Disability RIghts in the Workplace – Reasonable Accommodations and Medical Privacy
Compiled by Noah D. Lebowitz, Esq.
May 22, 2018
Disability Regulations Packet
California Government Code – 12926
California Government Code – 12926.1
California Government Code – 12940
Employment Issues Facing Clients with HIV/AIDS
Compiled by Sonya Smallets, Esq.
April 10, 2018
Employment Hypotheticals Handout
Employment Law Legal Resources – Citations and Resources
Navigating Work in the “Gig” Economy and its Impact on People Living with HIV
Compiled by Asha Wilkerson, Esq. and Lakeisha Poole, Esq.
March 30, 2017
Labor Concerns in the Gig Economy PowerPoint Slides
Navigating Employment Law Issues Impacting People Living with HIV/AIDS
Compiled by Emily Nugent, Esq. and Emily Thiagaraj, Esq.
March 16, 2017
Employment Law Issues for People Living with HIV PowerPoint PDF Slides
Case Study #1
Case Study #2
Reasonable Accommodations in the Workplace
Compiled by Alexis Alvarez, Esq.
December 1, 2016
RA in the Workplace PowerPoint PDF Slides
Accommodation Hypothetical Exercises Worksheet
The EEOC Process and the Rights of Federal Employees
Compiled by Wendy Musell, Esq.
May 6, 2013
EEOC Process and the Rights of Federal Employees PowerPoint PDF Slides
EEOC Hearing Request Form
12.08.16 Acknowledgment and Order
12.08.16 Designation of Representative Form
Deadlines Flow Chart
Informal Complaint Form
NASA Formal Complaint Form
Frequently Asked Questions About The Federal Sector Hearing Process
Employment Law: Updates on Disability Discrimination in the Workplace
Compiled by Noah Lebowitz, Esq.
February 6, 2013
FEHC Modified Amended Disability Regulations
12926 Definitions Regarding Unlawful Practices
12926.1 Physical and Mental Disabilities
12940 Unlawful Employment Practices
ADA Performance Standards
The Harassment & Retaliation Causes of Action Under the Fair Employment & Housing Act (FEHA)
Compiled by Francis Shehadeh, Esq.
April 5, 2011
FEHA Claims Outline
Exhibit A – Retaliation Jury Instructions & Authorities
Exhibit B – Harassment Jury Instructions & Authorities
Exhibit C – Sample Verdicts
Exhibit D – Sample Special Interrogatories
EMPLOYEE/PUBLIC BENEFITS
Employee Benefits Claims & Appeals
Compiled by Kirsten G. Scott, Esq.
March 14, 2019
Employee Benefits Claims & Appeals PowerPoint PDF Slides
ERISA Overpayments: Claims & Defenses
Compiled by Kirsten G. Scott, Esq.
November 14, 2018
ERISA Overpayment PowerPoint PDF Slides
An Introduction to VA Disability Benefits
Compiled by John R. Unruh, Esq.
June 14, 2018
Intro to VA Benefits PowerPoint PDF Slides
Form 21-526EZ: Application for Disability Compensation
Title 38-3.304: Pensions, Bonuses, and Veteran’s Relief
Form 21-0960P-2: Mental Disorders Disability Benefits Questionnaire
Title 38-4.125: Mental Disorders Diagnosis
Top 10 Things You Should Know About Employee Benefits Law
Compiled by Kirsten G. Scott, Esq.
April 19, 2018
Employee Benefits Law Breakdown PowerPoint PDF Slides
Must Knows About Long Term Disability (LTD) Benefits
Compiled by John Unruh, Esq.
October 26, 2017
Sample LTD Policy
Sample LTD Application
LTD PowerPoint PDF Slides
Immigrant Eligibility for Health Care and Public Benefits in California
Compiled by Tanya Broder, Esq., National Immigration Law Center
June 4, 2013
Overview of Immigrant Eligibility for Federal Programs
“Lawfully Present” Individuals Eligible under the Affordable Care Act
Access to Health Care and Benefits for Immigrants in California PowerPoint PDF Slides
Federal Guidance on Public Charge
Major Benefit Programs Available to Immigrants in California
NILC FAQ on Healthcare Reform
Pre-litigation Strategies for Health and Disability ERISA Claims
Compiled by Teresa Renaker, Esq., and Julie Wilensky, Esq.
April 23, 2013
Strategies for Disability ERISA Claims
PPACA Internal and External Review and Employee
Social Security Eligibility Hearings
Compiled by Patrick Kelly, Esq.,
March 7, 2012
Applicable Law
12 Biggest Mistakes Claimants Make
Grid Table
Listing of Impairments
Preserving a Client’s SSI and Medi-Cal Eligibility by Using the Special Needs Trust
Compiled by Kevin Urbatsch, Esq.
December 6, 2011
ETHICS
#MeTooLawyers – Sexual Harassment Experienced by Lawyers
Compiled by Kenneth D. Martinson, Esq. and Heidi A. Machen, Esq.
March 20, 2018
#MeToo PowerPoint PDF Slides
Gender and Other Ethics in the Legal Profession Info Packet
The Diverse Workplace Info Packet
Farmers Insurance Discrimination Article
Jury Awards $7.1 Million Baker Case Article
Ogletree Sued for Discrimination Article
Precedent to Law Harassment Cases
Sedgwick Gender Bias Article
Steptoe Equal Pay Act Suit Article
Why Women Leave the Law Article
Ethical Issues in Pro Bono and Modest Mean Practices
Compiled by Tiela Chalmers, Esq.
November 21, 2017
Ethical Issues in CA Pro Bono Representation PowerPoint PDF Slides
The Ethics of Pro Bono Article
Escaping Poverty Requires Almost 20 Years With Nearly Nothing Going Wrong Article
10 Poverty Myths, Busted
Beat the Legal Bullies
Compiled by Jerome Fishkin, Esq.
May 24, 2017
Legal Bullies Training Syllabus
TWO PART TRAINING
Part 1: Alternative Facts Headline: There is No Bias in the Legal Profession / Are Alternative Facts Ethical?
Part 2: You Passed the Bar but Now You Live at the Bar? / Are Your Work Ethics Ethical?
Compiled by Kenneth Martinson, Esq. and Fernando Hidalgo, Esq.
April 4-5, 2017
Alternative Facts: There is No Bias in the Legal Profession Handouts
– ‘A Question of Bias’ Article
– UCLA Women’s Law Journal – Queer Studies
– ABA Women Rainmakers PowerPoint Slides
Are Alternative Facts Ethical? Handouts
– ‘CA State Bar Bans Sex Between Attorneys and Clients’ Article
– Rules of Professional Conduct
– Ethical Hypotheticals
You Passed the Bar, Really? Or Your Live There? Handouts
– ‘Stress, Depression, and Substance Use in the Legal Profession’ Article
– Substance Abuse: Alcohol, Specifically PowerPoint Slides
Your Work Ethics: Are they Ethical? Handouts
– State Bar of CA Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2015-194
– State Bar of CA Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2011-181
Navigating Ethical Issues in the Estate Planning Process
Compiled by Bill Ambrunn, Esq.
October 12, 2011
Ethical Issues in Estate Planning PowerPoint PDF Slides
Ethics: Interacting with Clients with Impairments
Compiled by Jerome Fishkin, Esq.
May 24, 2011
FAMILY LAW
Same-Gender Couples: Should They Marry? What Happens If They Split? Legal and Political Rights and Responsibilities
Compiled by Betsy Johnsen, Esq. and Charles Spiegel, Esq.
Resources contribution: Linda M. Scaparotti, Esq.
November 9, 2017
Marriage Equality – A Comprehensive Guide
Paths to Parenthood for Same-Sex Couples: A Legal Guide
Post-Marriage Equality Emerging Issues
Additional Resources from Charles Spiegel, Esq.
Tips for LGBT Divorce Work (California)
Pre & Post-Nup Information
The Parent Trap: Making Divorce Easier for Children
Using Therapy During Divorce
Seriously Speaking: Structuring Communications in the Marital Dissolution Process
Compiled by Joann Babiak, Esq.
June 6, 2017
Active Listening Handout
Bibliography Resources
Collaborative Law Institute of Texas Blog Article
Training Outline
Playing in the Family Law Sandbox Together Nicely Article
Role Play Handout
Uncontested Divorces
Compiled by Brent Seymour, Esq.
March 20, 2014
Petition-Marriage (Family Law)
Introduction to Marital Dissolution
Compiled by Joann Babiak, Esq.
November 28, 2012
Marital Dissolution PowerPoint PDF Slides
Marital Dissolution Outline
Sample Marital Settlement Agreement
Sample Community Debt and Payment Record
Dividing the Debts in a California Divorce
Forms available on www.courts.ca.gov/forms.htm
Introduction to Guardianship Law
Compiled by Karen Alicia Davis, Esq.
December 14, 2011
Cover and Bio
Guardianship Training Outline
Consensual Dispute Resolution in LGBTQ Separation and Divorce
Compiled by Dylan Miles, Esq., Heba Nimr, Esq., and Charles Spiegel, Esq.
March 29, 2011
Advantages of Consensual Dispute Resolution
Collaboratively Negotiating Agreements with Same-Sex Partners
The Parent Trap – Making Divorce Easier for Children
Nothing Wrong with Pre-Nups
IMMIGRATION
Asylum Considerations for TPS Holders
Compiled by Reena Arya, Esq., Catholic Legal Immigration Network, Inc.
November 5, 2019
Asylum Considerations for TPS Holders PowerPoint PDF Slides
TPS Terminations Backgrounder – CLINIC Handout
DACA and the One Year Filing Deadline – CLINIC Handout
Cultural Competency in Representing LGBTQ Asylum Seekers
Compiled by Ari Jones, Esq., Oasis Legal Services
October 29, 2019
Cultural Competencies PowerPoint PDF Slides
Oasis Legal Services LGBTQ Asylum Intake
Oasis Legal Services PTWC – OYFD Training Handout
Immigration Training Series – Asylum
Compiled by Oasis Legal Services; Rachel Kafele, Esq.
Part 1: Representing an LGBTQ/HIV+ Client in an Affirmative Asylum Case
May 14, 2019
LGBTQ/HIV+ Affirmative Asylum Cases PowerPoint PDF Slides
Asylum Interview Preparation Packet
Hypothetical Exercise Handout
Part 2: The Ins and Outs of the One-Year Bar in Asylum Cases
May 22, 2019
The One-Year Bar Rule PowerPoint PDF Slides
Asylum Office Basic Training Course Workbook
9th Circuit Court of Appeals: Bringas-Rodriguez vs. Jeff Sessions
Code of Federal Regulations – Section 208-4
Part 3: Your Client Won Asylum! Now What?
May 30, 2019
What To Do After You Win Asylum PowerPoint PDF Slides
Post-Asylum Client Handouts Packet
Asylum Claims for LGBTQ and HIV+ Clients
Compiled by Jose Marin, Esq. and Melanie Kehr, Esq.
December 12, 2017
LGBTQI Asylum Claims PowerPoint PDF Slides
Immigration Legal Ethics
Compiled by Jerome Fishkin, Esq.
May 30, 2017
Immigration Lawyer Ethics Syllabus – DRAFT
Intermediate Removal Defense: Practice Pointers and Strategies in Immigration Court
Compiled by Gene Sverdlov, Esq.
March 24, 2017
Removal Defense Primer Outline
SB 674 Immigrant Victims of Crime Equity Act
SF Office of the Chief Counsel Electronic Service Fact Sheet
The 180 Day Asylum EAD Clock Notice
Waiving the Fraud Flag or How to Flag the Right Waiver
Know Your Immigration Rights Flyer
Compiled by Ana Montano, Esq.
November 10, 2016
Know Your Rights! Flyer (English)
Conozca Sus Derechos! (Know Your Rights) Flyer (Spanish)
Know Your Rights Guide (English)
Conozca Sus Derechos Guide (Spanish)
Immigration Options for Bi-national Couples after DOMA
Compiled by Kelly McCown, Esq.
September 26, 2013
Immigration Options for Same-Sex Couples After DOMA PowerPoint PDF Slides
Where Can We Marry – Immigration Equality
Matter of Zeliniak
Post-DOMA Immigration Fact Sheet
Immigrant Eligibility for Health Care and Public Benefits in California
Compiled by Tanya Broder, Esq., National Immigration Law Center
June 4, 2013
Overview of Immigrant Eligibility for Federal Programs
“Lawfully Present” Individuals Eligible under the Affordable Care Act
Access to Health Care and Benefits for Immigrants in California PowerPoint PDF Slides
Federal Guidance on Public Charge
Major Benefit Programs Available to Immigrants in California
NILC FAQ on Healthcare Reform
Introduction to Immigration Law
Compiled by Otis Landerholm, Esq.
October 2, 2012
Intro to Immigration PowerPoint PDF Slides
Immigration Law: Deportation Defense
Compiled by Rochelle A. Fortier Nwadibia, Esq.
June 27, 2012
Deportation Defense PowerPoint PDF Slides
Deportation Defense Handouts
Asylum Office Interviews and Asylum Merits Hearing
Compiled by Claire Coogan, National Immigration Justice Center; Heartland Alliance
April 11, 2012
Current Issues for LGBT Immigrants
Compiled by Cara Jobson, Esq.
October 5, 2011
Introduction to Immigration Law
Compiled by Grace Alano, Esq.
May 12, 2011
Intro to Immigration PowerPoint PDF Slides
Introduction to Asylum Based on Sexual Orientation and/or Gender
Compiled by Amie Miller, Esq.
December 1, 2010
Immigration Law: Family, Business, & Consular Processing
Compiled by Kathleen Lord Black, Esq., and Zuzana Goldstein, Esq.
September 28, 2010
Sample Naturalization Application
Sample Adjustment of Status Application
Consular Processing Steps
Family-Sponsored Preferences
INSURANCE
Experts in Bad Faith Insurance Cases: Selection, Use, Scope of Testimony, and Strategies
Compiled by Guy Kornblum, Esq.
November 30, 2017
Experts in Bad Faith Insurance Cases PowerPoint PDF Slides
Training Outline
Immigrant Eligibility for Health Care and Public Benefits in California
Compiled by Tanya Broder, Esq., National Immigration Law Center
June 4, 2013
Overview of Immigrant Eligibility for Federal Programs
“Lawfully Present” Individuals Eligible under the Affordable Care Act
Access to Health Care and Benefits for Immigrants in California PowerPoint PDF Slides
Federal Guidance on Public Charge
Major Benefit Programs Available to Immigrants in California
NILC FAQ on Healthcare Reform
Insurance Coverage and “Bad Faith” Litigation
Compiled by Guy Kornblum, Esq.
June 14, 2012
CEB Insurance Bad Faith Basics, Part I
CEB Insurance Bad Faith Basics, Part II
LANDLORD/TENANT & REAL ESTATE
Reasonable Accommodations in Housing
Compiled by Deborah Thrope, Esq. of the National Housing Law Project
November 10th, 2016
Reasonable Accommodation and Modifications for People with Disabilities PowerPoint PDF Slides
Housing Case Training Exercise
Introduction to Eviction Defense
Compiled by Ora Prochovnick, Esq.
March 5, 2013
SF Eviction Defense Training Outline
2012 Eviction Defense Manual
Eviction Flow Chart
Defending Evictions from Federally-Subsidized Housing
Compiled by Kent Qian, Esq., of the National Housing Law Project
October 10, 2012
Subsidized Housing PowerPoint PDF Slides
Assisting Homeowners & Tenants Affected by the Foreclosure Crisis
Compiled by Maeve Elise Brown, Esq., of HERA
May 30, 2012
Foreclosure Law PowerPoint PDF Slides
Affirmative Lawsuits in Housing
Compiled by Fred Feller, Esq.
February 7, 2012
Tenant Remedies in Residential Housing Disputes
Major Cases Related to Tenant Remedies
Tenant Related Civil Codes
Introduction to Landlord/Tenant Law
Compiled by Mary Catherine Wiederhold, Esq.
October 26, 2011
Landlord Tenant Training Packet
Austral Housing Inspections
MISCELLANEOUS
Direct Negotiations vs. Mediation:
Have We As Lawyers Forgotten How to Settle Cases without a Mediator?
Compiled by Guy Kornblum, Esq.
April 25, 2019
Litigation Management PowerPoint Slides
Cliches That Apply to Negotiation and Settlement Article
The Role of Medical Specials in Evaluating Injury Cases Article
Research Confirms Negotiated Results Superior to Going to Trial Article
Workmen’s Compensation
Compiled by Kenneth Martinson, Esq.
February 23, 2018
On the Job Inquiries and Day Laborers Info Packet
La Vida Después De Una Lesión En El Trabajo – Spanish Info Packet
Mediation Strategies that Work for Your Client and YOU!
Compiled by Guy Kornblum, Esq.
December 7, 2017
Why Mediation? PowerPoint PDF Slides
Mediation Advocacy Handbook 2015
Negotiating and Settling Tort Cases Flyer (2015-2016 Edition)
Effective Mediation Flyer
Using State and Federal Law to Protect Debtors from Collections Harassment
Compiled by Noah Zinner, Esq., Housing and Economic Rights Advocates
October 2, 2013
Statutory Consumer Rights in Debt Collection and Credit Reporting Outline
Income and Assets Exempt from Collection in CA
The Nuts & Bolts of Handling a Motor Vehicle Accident Case
Compiled by Michelle Mandel, Esq.
May 15, 2012
Accident Training Outline
Accident Training Packet
Fighting Traffic Cases Through Trial
Compiled by Russell Goodrow, Esq.
March 20, 2012
Interacting with Clients with Disabilities (Focus on Mental Health Disabilities)
Compiled by Cassie Springer-Sullivan, Esq.
December 9, 2010
Clients with Disabilities PowerPoint PDF Slides
Request for Review Checklist
SUBSTANCE USE
Don’t Drink and Debate: Stay Sober, Be Calm, and Carry On
Compiled by Kenneth Martinson, Esq. and Michelle Kral, Esq.
March 22, 2018
The Other Bar Brochure
Alcohol Ethics Info Packet and Articles
TWO PART TRAINING
Part 1: Alternative Facts Headline: There is No Bias in the Legal Profession / Are Alternative Facts Ethical?
Part 2: You Passed the Bar but Now You Live at the Bar? / Are Your Work Ethics Ethical?
Compiled by Kenneth Martinson, Esq. and Fernando Hidalgo, Esq.
April 4-5, 2017
Alternative Facts: There is No Bias in the Legal Profession Handouts
– ‘A Question of Bias’ Article
– UCLA Women’s Law Journal – Queer Studies
– ABA Women Rainmakers PowerPoint Slides
Are Alternative Facts Ethical? Handouts
– ‘CA State Bar Bans Sex Between Attorneys and Clients’ Article
– Rules of Professional Conduct
– Ethical Hypotheticals
You Passed the Bar, Really? Or Your Live There? Handouts
– ‘Stress, Depression, and Substance Use in the Legal Profession’ Article
– Substance Abuse: Alcohol, Specifically PowerPoint Slides
Your Work Ethics: Are they Ethical? Handouts
– State Bar of CA Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2015-194
– State Bar of CA Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2011-181
Representing Clients with Mental Health and Substance Abuse Issues
Compiled by Brandon Lawrence, Esq., Zeenat Hassan, Esq., and Jaime Rush, Esq.
November 2, 2016
Listening Skills Self-Assessment Handout
Applied Mindfulness for Attorneys: Substance Abuse Awareness
Compiled by Kim Nicol, Esq.
November 7, 2013
Mindfulness and Substance Abuse Handout
How to Meditate
Free CEB Program! Sustainable Success: Mindfulness for Lawyers
Substance Abuse in the Legal Profession: Prevention, Detection, and Treatment
Compiled by David Mann, Esq., The Other Bar
May 29, 2013
Addiction and the Brain
Addiction and the Legal Profession (CED)
Attorneys – Alcoholics and Addicts
Other Bar Speaker Biography
The Other Bar: Supporting Recovery in the Legal Community
24 Hour Hotline 1-800-222-0767
TAX
Negotiating with the IRS & Franchise Tax Board: Offers in Compromise
Compiled by Joan Rodman, Esq.
December 12, 2012
IRS & FTB Offers in Compromise Presentation
Navigating Federal and State Tax Liability from Inception to Appeal
Compiled by Adria Price, Esq., and Dina Bronshtein Segal, Esq.
April 25, 2012
Internal Revenue Service Packet
Franchise Tax Board Packet
WILLS & ESTATE PLANNING
The Basics of Planning for Death
Compiled by James M. Wood, Esq.
December 11, 2018
Quality Estate Planning PowerPoint Slides
After a Death Occurs Checklist
Do I Need Estate Planning? Guide
Do I Need a Living Trust? Guide
Do I Need a Will? Guide
Power of Attorney Handout
CA Statutory Will Form
Advanced Health Care Directive Form
Life-Sustaining Treatment Form
Inventory and Appraisal Form
Affidavit for Transfer of Personal Property Handout
Small Estate Affidavit Handout & Form
Transfer of Death Deed Brochure
Transfer of Death Deed Form
Post-Death Administration: Basics of Handling Affairs When a Loved One Passes
Compiled by Alma Soongi Beck, Esq.
March 7, 2018
Post-Death Administration Training Outline
The Art of Choosing a Fiduciary
Transmutation of Community Property for Married Couples
Property Taxes for Unmarried Couples
The New 2017 Medi-Cal Recovery Laws
For more articles by the presenter, Alma Soongi Beck, Esq. click HERE
End of Life Planning 101 – A Review of the Fundamentals of End of Life Planning
Compiled by James Wood, Esq.
November 7, 2017
Quality Estate Planning PowerPoint PDF Slides
Power of Attorney Basics/Estate Planning/Living Trusts
Do I Need A Will?
Healthcare Directive Forms
Uniform Statutory Form – Power of Attorney
Wills & Trusts for LGBTQ Couples after DOMA
Compiled by Linda Scaparotti, Esq.
October 1, 2013
Estate Planning for Same-Sex Couples after DOMA
Practical Applications after DOMA & Prop 8
“After DOMA: What It Means for You” LGBT Organizations Fact Sheet Series
Simple Wills
Compiled by Boone Callaway, Esq.
October 5, 2012
Will Intake Form
Will Form
Advance Health Care Directive
Uniform Statutory Form Power of Attorney (updated 2013)
Probate Code 811 Excerpt
Testamentary Docs
Intro to Simple Wills
Additional Materials by Mark Senick, Esq.
January 10, 2012
Client Questionnaire
Authorization for Release of Protected Health Information
Personal Property
Useful Websites for Advance Health Care Directives:
California Medical Association AHCD Information & Kit
CA Attorney General AHCD Checklist & Sample Form
Preserving a Client’s SSI and Medi-Cal Eligibility by Using the Special Needs Trust
Compiled by Kevin Urbatsch, Esq.
December 6, 2011
Navigating Ethical Issues in the Estate Planning Process
Compiled by Bill Ambrunn, Esq.
October 12, 2011
Ethical Issues in Estate Planning PowerPoint PDF Slides
Starting Your Own Estate Planning Practice
Compiled by Jon Vaught, Esq., and Amir Atashi Rang, Esq.
October 25, 2010
Estate Planning Practice Outline
Estate Planning Questionnaire
Sample Estate Planning Legal Services Agreement (pdf)
Sample Estate Planning Legal Services Agreement (doc)
