AMBRECHT & ASSOCIATES
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Specialty Areas:Estates and TrustsCalifornia Real Property TaxationBusiness Organization and Transactions
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Dibby Allan GreenParalegal Dibby Allan Green specializes in estate and trust administration, California real property taxation, and organization of business entities. Education
Certification
Awards
Associations
Lecture / Seminar PresentationsOrganizer and presenter for "California Real Property Taxation: Strategies & Traps for the Practitioner," sponsored by The Southern California Tax & Estate Planning Forum, held at Los Angeles, California (August 13, 2011). Substitute presenter for workshop on "California Real Property Taxes" at The Southern California Tax & Estate Planning Forum, 29th Annual Forum, San Diego, California (October 23, 2009). "Recent Developments in California Property Tax Law and Strategies for a Declining Economy," Ambrecht & Associates Seminar for Clients and Friends (May, 2009). "Uncle Sam Giveth and Uncle Sam Taketh Away . . . Provisions of the Taxpayer Relief Act of 1997 and Other Recent Legislation which Affect Transfer (Estate, Gift, GST) Taxes," Santa Barbara Women CPA's Luncheon (November, 1997). "Uncle Sam Giveth and Uncle Sam Taketh Away--Making Your Tax Burden Lighter" (Taxpayer Relief Act of 1997), Legal Assistants Association of Santa Barbara (October, 1997). "Smorgasbord of Issues" (Concerning Trust Administration and Real Property Tax Issues), Santa Barbara Women Accountants Luncheon (1996). "Property Tax Issues for Estate Planners--The Unexpected Tax Bite in a Poorly-Planned Gift, Partnership, or Trust Transfer," Central Coast Estate Planning Council, San Luis Obispo, CA (1996). Panel Member, California Continuing Education of the Bar (CEB), "Funding and Administering Trusts after the Death of the Trustor" (March, 1995). Co-Instructor, "CLA Review Course," University of California Santa Barbara Extension, Legal Assistantship Program (1988). AuthorAnnual update author for Chapter 7, "Recordkeeping & Accounting," California Trust Administration, California Continuing Education of the Bar, annually 2004 - present. "2012 Changes to Property Tax Reporting Requirements for Real Property" in Santa Barbara Lawyer, December, 2011, Issue 471. "2012 Changes to Property Tax Reporting Requirements for Legal Entities" in Santa Barbara Lawyer, November, 2011, Issue 470. "The Supreme Court Defines a 'Transfer' for Property Tax Change in Ownership Purposes in Steinhart" in California Trusts and Estates Quarterly, Vol. 16, Iss. 2. "Property Tax Reporting Requirements and the Consequences of Not Complying" in California Trusts and Estates Quarterly, Vol. 15, Iss. 3. "Expanding Adoption Rights May Create Havoc for Estate Planners" in California Trusts and Estates Quarterly published by the Estate Planning, Trust and Probate Section of the California State Bar (Fall, 2001). A bit different slant of the story was published as "Expanding Adoption Rights and Estate Planning: An Englishwoman in Ventura" and published in the Santa Barbara Lawyer, September 2001. Co-author of Handling Postmortem Trust Administration: A Checklist, Action Guide of California Continuing Education of the Bar (1996; updated 1997, 1999, 2001). Contribution to Chapter 5, "Real Property Tax," in California Transaction Forms: Estate Planning, West Group, 1999. "Taxes 98," Legal Assistant Today Magazine (January-February, 1998). "How the New Tax Law Affects an Estates and Trusts Practice" (November, 1997), Facts & Findings, The Journal for Legal Assistants, National Association of Legal Assistants, Inc. "Highlights of the New Tax Law, Planning Opportunities for Families, Estates, and Businesses," published by Ambrecht & Cummins, LLP (1997) "Implications of California's Newly Adopted Uniform Partnership Act of 1994" (1996) and "Follow-up on the New General Partnership Law" (1997), The Quibbler [now Santa Barbara Lawyer], official publication of the Santa Barbara County Bar Association. Co-author of "Post Mortem Trust Administration: A Checklist Approach," published by the Estate Planning, Trust and Probate Section of the California State Bar (1995). (See Step 1.) "California Real Property Tax Issues with Estate Planning Transfers to Legal Entities and Making Gifts" (Estate Planning, Trust & Probate News (now, California Trust & Estates Quarterly), published by the Estate Planning, Trust and Probate Section of the California State Bar, Part I: Vol. 13, No. 3 (Fall, 1993); Part II: Vol. 13, No. 4 (Winter, 1993). Contributed to "Family Limited Partnerships: A Client Primer" (Estate Planning, Trust & Probate News (now, California Trust & Estates Quarterly), published by the Estate Planning, Trust and Probate Section of the California State Bar, Vol. 13, No. 1 (Spring, 1993). green@taxlawsb.com
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