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Specialty Areas:
Estates and Trusts
California Real Property Taxation
Business Organization and Transactions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dibby Allan Green

Paralegal Dibby Allan Green specializes in estate and trust administration, California real property taxation, and organization of business entities.

Education

  • Westmont College, BA (1978)
  • Santa Barbara College of Law (1988-1989)
  • Certificate in Negotiation, Mediation & Conflict Management, University of California at Santa Barbara Extension (2000)

Certification

  • CP Certified Paralegal [formerly designated CLA, Certified Legal Assistant] (1988- )
  • ACP Advanced Certified Paralegal [formerly designated CLAS, Specialist in Estate Planning and Probate] (1996- )
The CP designation is granted upon successful completion of a comprehensive two-day examination sponsored by the National Association of Legal Assistants, Inc. Retaining certification requires submission to a Code of Ethics and continuing education to maintain certification. The ACP Specialty designation was granted upon successful completion of an advanced one-day examination.

Awards

  • 2001 Five Star Paralegal of the Year

Associations

  • Trusts & Estates Section of the California State Bar, Associate Member (2008 - )
  • Santa Barbara County Bar Association, Affiliate Member (1989, 1996-2003)
    • Estate Planning & Probate Section, Affiliate Member (1996-2003)
  • Santa Barbara Paralegal Association (SBPA) (formerly, Legal Assistants Association of Santa Barbara), a member of California Alliance of Paralegal Associations (CAPA) and National Association of Legal Assistants, Inc. (NALA)
    • Parliamentarian (2002)
    • President (1996-1997)
    • Newsletter Editor (1989-1990; 1996-1998)
    • Treasurer (1994-1995)
    • Created First Kids' Court (1990)

Instructor / Seminar Presentations

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).

Author

Annual update author for Chapter 7, "Recordkeeping & Accounting," California Trust Administration, California Continuing Education of the Bar, annually 2004 - present.

Property Tax Reporting Requirements and the Consequences of Not Complying in California Trusts and Estates quarterly, Vol. 15, Iss. 3 (effective as of April 1, 2010).

"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).

Email

green@taxlawsb.com
(Be sure to review Contact information.)


For comments about this web site, email green@taxlawsb.com
This page updated October, 2009.
This page: www.taxlawsb.com/resume/green.htm