Seminars
CALIFORNIA FARMLINK
INSTRUCTOR IN REGENERATOR: A YEAR OF FARM SUCCESSION PLANNING
Instructor in two programs: November 2021 – October 2022, and November 2023 – October 2024
Taught estate planning, estate administration, and formation and use of business entities to farm families transferring the farm to the next generation.
UC DAVIS HEALTH | MIND INSTITUTE
CENTER FOR EXCELLENCE IN DEVELOPMENTAL DISABILITIES
PLANNING THE FUTURE OF YOUR CHILD WITH SPECIAL NEEDS
Presented by: Attorney Margaret H. Fulton and Anne Osborne of CalABLE
Thursday, September 15, 2022
CalABLE AND SPECIAL NEEDS TRUST – THE BENEFITS OF EACH AND HOW THEY CAN WORK TOGETHER
April 2019
SIERRA COLLEGE COMMUNITY EDUCATION
PLANNING FOR THE FUTURE OF YOUR CHILD WITH SPECIAL NEEDS
Tuesday, September 13, 2022
PLANNING FOR THE FUTURE OF YOUR CHILD WITH SPECIAL NEEDS
February, 2019 and September 19 & 26, 2019
PLANNING FOR THE FUTURE OF YOUR CHILD WITH SPECIAL NEEDS
October 1, 2020 and February 23, 2021
SIERRA COLLEGE COMMUNITY EDUCATION
PLANNING FOR THE FUTURE OF YOUR CHILD WITH SPECIAL NEEDS
February 2019
NATIONAL BUSINESS INSTITUTE: ADVANCED ESTATE PLANNING
CUSTOMIZING SPECIAL NEEDS TRUSTS TO MAXIMIZE BENEFITS
presented by Margaret H. Fulton, 1-23-19
PROBATE: EVERYTHING YOU NEED TO KNOW (Sections: Income and Estate Tax Issues, Top Problems in Probate, Handling Distributions, Closing the Estate Without a Hitch)
1-30-18
CCTLA (CAPITAL CITY TRIAL LAWYERS ASSOCIATION) MIXER, SACRAMENTO, CA
SETTLEMENT PLANNING FOR A MINOR OR PERSON WITH SPECIAL NEEDS
presented by Margaret H. Fulton and Ashley Clower, 5-31-18
SOUTH PLACER PROFESSIONAL ROUNDTABLE – PRESENTED BY SUTTER ROSEVILLE MEDICAL CENTER FOUNDATION
ABLE ACCOUNTS: A NEW TAX-ADVANTAGED SAVINGS TOOL FOR PEOPLE WITH DISABILITIES
Co-presenter: Carrie Fisher Stone, Deputy Executive Director, Cal ABLE Board, 10-18-17
10th ANNUAL DEVELOPMENTAL DISABILITIES PUBLIC POLICY CONFERENCE, ARC OF CALIFORNIA, SACRAMENTO, CA
CalABLE and FAMILY LAW MATTERS (co-presenter) 3-26-17
NEVADA COUNTY RESOURCE CONSERVATION DISTRICT IN PARTNERSHIP WITH CALIFORNIA FARMLINK AND THE NEVADA COUNTY FARM BUREAU, GRASS VALLEY, CA
FARMER AND RANCHER SUCCESSION PLANNING WORKSHOP (co-presenter) 3-15-17
SIERRA COLLEGE COMMUNITY EDUCATION, ROSEVILLE, CA
PLANNING FOR THE FUTURE OF YOUR CHILD WITH SPECIAL NEEDS
presented by Margaret Heiser Fulton and Ashley Clower
Roseville campus 9-5-18
PLANNING FOR THE FUTURE OF YOUR CHILD WITH SPECIAL NEEDS
presented by Margaret Heiser Fulton and Ashley Clower
Nevada County campus 3-7-18; Roseville campus: 2-28-18
PLANNING FOR YOUR SPECIAL NEEDS CHILD’S FUTURE
presented by Margaret Heiser Fulton and Ashley Clower
Nevada County campus: 9-12-17; Roseville campus, 9-19-17
PLANNING FOR YOUR SPECIAL NEEDS CHILD’S FUTURE
presented by Margaret Heiser Fulton, Ashley Clower and James F. Huyck,
public benefits advocate and consultant and former Executive Director of Alta California Regional Center, 3-7-17
PLANNING FOR YOUR SPECIAL NEEDS CHILD’S FUTURE
9-21-16
LIBERTY RANCH HIGH SCHOOL, GALT, CA
PLANNING AND TRANSITIONING FOR YOUR SPECIAL NEEDS CHILD
presented by Margaret Heiser Fulton and Ashley Clower of Robinson and Fulton Law
and Vanessa Ochoa of Disability Rights of California, 2-25-17
GENERAL GOMEZ ARTS AND EVENTS CENTER, AUBURN, CA
SHOULD YOUR TRUST BE UPDATED?
5-16-15, 5-20-15
SUTTER MEDICAL FOUNDATION, AUBURN MEDICAL HEMATOLOGY/ONCOLOGY, AUBURN, CA
Healing in the Foothills – Cancer Education Forum
POWERS OF ATTORNEY AND ESTATE PLANNING DOCUMENTS – TIME TO GET YOUR DOCS IN A ROW
2-16-15
AUBURN MULTIPURPOSE SENIOR CENTER, AUBURN, CA
KEEPING YOUR TRUST UP TO DATE
9-17-11, 10-29-11, 2-25-12, 5-19-12, 9-15-12, 2-19-13, 5-18-13, 9-21-13
Topics: The New Estate Tax Law, Should Your Trust be Reviewed or Amended? Do Married Couples Still Need an A-B Trust?
What Documents Should You Have Ready for Your Heirs?
MEETING THE CHALLENGES OF AGING
11-22-14, 11-29-14
In collaboration with: Jamee Horning, Executive Director, Seniors First, and Michael Storz, CA Licensed Fiduciary, Storz Fiduciary Services
Topics Included: Services to keep seniors independent, services of private fiduciaries, updating your estate plan, Medi-Cal and Veterans benefits – options to pay for long-term nursing home care.
THE DUTIES AND RESPONSIBILITIES OF TRUSTEES
10-19-13
Topics Included: What tasks must be done by the trustee? Should the trustee hire an attorney?
WHAT’S THE STATE OF YOUR ESTATE KEEPING UP WITH LIFE CHANGES
5-9-09
ESTATE PLANNING AND CHARITABLE GIVING
5-14-09
ESTATE PLANNING – UNDERSTANDING THE ISSUES
8-15-09, 2-1-14, 7-19-14
Topics: What is a living trust and do I need one? I have a trust – should it be amended?
ESTATE PLANNING CHALLENGES
4-17-10
PLACER SPCA, AUBURN, CA
PROVIDING FOR OUR FURRY FAMILY MEMBERS
6-10-14
Topics: Who will care for your pets if you become disabled or pass away?
What pet information should you leave for that person?
Should you provide for your pets in your will or trust?
Should you have a separate pet trust?
EMERITUS AT EMERALD HILLS
ESTATE PLANNING – UNDERSTANDING THE ISSUES
9-28-13
PLACER NEVADA CATTLEWOMEN
SUCCESSION PLANNING – PASSING THE RANCH TO THE NEXT GENERATION
10-23-13
eLegacyconnect
SUCCESSION PLANNING FOR FARMERS
7-11-13
EcoFARM CONFERENCE
ESTATE PLANNING FOR FARMERS AND RANCHERS
1-23-13
EDWARD JONES, 13346 LINCOLN WAY, AUBURN, CA
Bill Kenney, AAMS, Financial Advisor
ADVANCED ESTATE PLANNING TECHNIQUES
8-20-08
ESTATE PLANNING – UNDERSTANDING THE ISSUES
9-2-10
ESTATE PLANNING CHALLENGES
3-29-11, 8-21-12
2010 PLACERGROWN FOOD AND FARM CONFERENCE,
LINCOLN HIGH SCHOOL, LINCOLN, CA
SUCCESSION PLANNING PASSING THE FARM TO THE NEXT GENERATION
1-30-10
THE RETIRED PUBLIC EMPLOYEES ASSOCIATION
ESTATE PLANNING CHALLENGES
2-22-16
NATIONAL ASSOCIATION OF RETIRED FEDERAL EMPLOYEES
ESTATE PLANNING STRATEGIES – WHAT NOT TO DO
11-21-13
SIERRA COLLEGE
OPTIONS FOR ASSISTING AGING PARENTS
10-26-02
SUTTER AUBURN FAITH HOSPICE
MAKING ADVANCE DIRECTIVES WORK
8-17-01
NATIONAL ALLIANCE FOR MENTAL ILLNESS
SPECIAL NEEDS TRUSTS
5-16-13
