New way to make more money

Nonprofits are asked to submit beer/wine selling proposal at events

Proposals should be submitted in PDF format, not exceed five pages and emailed before 6 p.m. March 14 to oleary@ci.oakley.ca.us. Proposals can also be submitted hand-delivered to Oakley City Hall. Proposals received after the deadline will not be considered and will be disqualified.

TRUST ADMINISTRATION: THERE IS NO MAGIC WAND

by Martin C. Johnson, Attorney at Law, MBA,RMA®, EA

Trust Administration is a process most families must undergo after the death of a parent to administer the trust estate and distribute the assets. If you are currently the named Successor Trustee of a Trust or have been named to be the Successor Trustee in the future, here is what you need to know: is in a position to make distributions. Assets should NEVER be distributed without a written agreement signed by all beneficiaries agreeing to the terms of the distribution and approving all expenses incurred to date. The cost for an attorney to prepare this agreement is peanuts in comparison to the cost of litigation after there is a dispute among beneficiaries.

1. Trust Administration (TA) is a Process. TA has three parts: (1) Noticing, (2) Marshalling of Assets and (3) Distribution of Assets.

OAKLEY

The city of Oakley is requesting proposals from local nonprofits to operate beer and wine concessions at upcoming city events.

This is an opportunity for local nonprofit organizations to get involved, publicize their organization and fundraise for the great causes that their organizations work on. In the past non-profit organizations hosting concession stands have fundraised between $3,000 and $6,000 per event, according to the City of Oakley newsletter.

To be considered, nonprofits must submit a proposal and include a cover letter, a proposal summary, a page outlining the organization’s background and experience, references and any additional information that may be relevant to the proposal submission. The proposal must include “Event Beverage Concession Services RFP.” in the document and subject line, according to a city press release..

City events in which chosen nonprofits can participate are the Oakley Summer Fest, the Heart of Oakley Festival and the Oaktober festival. For all three events, the nonprofit would be expected to provide a minimum of two craft beers and two wines, served in cups. Participating nonprofits must have a California Department of Alcoholic Beverage Control Daily Beer and Wine license.

If chosen, the nonprofit is responsible for providing their own beer and wine, along with any staff, supplies and equipment necessary to participate in the event. Participants will also be required to meet an insurance minimum with the city and attend two planning meetings before the event.

Oakley city staff will review the proposals and provide comments and recommendations to the City Council, which will finalize all selections. For more information, email Alicia O’Leary at oleary@ ci.oakley.ca.us.

2. Noticing is the Step One in TA. Noticing requires legal notice to the beneficiaries and legal heirs in accordance with Probate Code Section 16061.7 within 60 days of the date of death. Until notice is given, and the time has expired, the beneficiaries and legal heirs can bring an action to contest the terms of the trust. It is important that this notice is properly served, and time has expired prior to any distribution of assets. If a beneficiary contests the terms of the trust, the Successor Trustee may use trust monies to defend the trust instrument.

3. Marshalling of Assets is Step Two. The Trustee’s job is to marshal or gather together all of the trust assets into new account(s) with a new Taxpayer Identification Number. If you are a Successor Trustee, you must keep thorough records either through QuickBooks (or similar software) or you should hire a bookkeeper. As a Successor Trustee, you have a fiduciary duty to the beneficiaries. That duty includes accounting for all monies in the estate. As the Successor Trustee, you must be able to account for every dollar.

4. Distribution of Assets is Step Three. After the notice period has expired, assuming there have been no objections and the assets have been marshalled together, then the Trustee

5. Premature Distribution of Assets. Soon after the death of a loved one, everyone is eager to receive their inheritance. Oftentimes, a crisis suddenly “appears” and a beneficiary starts demanding money. Succumbing to the pressure, the Successor Trustee tries to be the ‘good guy’ and distributes the assets before realizing there are more expenses. Successor Trustees should NOT distribute any assets until they have a complete understanding of the trust administration and all expenses. When in doubt, the Successor Trustee should hold back a sufficient reserve for final expenses.

Trust Administration is a process. There is no magic wand that allows distribution of assets without following the process. Failure to properly administer a trust opens the Successor Trustee up to tremendous personal liability. If you are in doubt as to whether you or your Successor Trustee is doing something correctly, seek legal counsel. If you have questions about trust administration, we offer free 30-minute consultations in our Walnut Creek office. This article provides only general legal information, and not specific legal advice. Information contained is not a substitute for a personal consultation with an attorney. 360 ESTATE PLANNING INC, PHONE (925) 289-8837 1600 S. Main Street, Suite 100, Walnut Creek, CA 94596 © 2023 Martin Johnson

For more information, email contacthalo@ yahoo.com or visit www.eccchalo.org contact nancy. eccchalo@gmail.com to meet me!

For print, email your events to calendar@brentwoodpress.com one week prior to publication. For online, post your events for free on The Press Community Calendar www.thepress.net/calendar.

Events

Friday, Feb. 24

Knights of Columbus Fish Fry

The St. Anne Council Knights of Columbus is hosting a Fish Fry dinner at the St. Anne Community Life Center located at 2800 Camino Diablo from 5-7:30 p.m. The dinner also features a raffle. The cost is $12 for adults and $9 for children 12 and under. For more information, contact Mike Stoiber at mjs2082@ aol.com or (925) 759-4669.

Saturday, Feb. 25

Lions Club of Brentwood Crab Feed

The Lions Club of Brentwood is hosting an all-you-can-eat crab feed from 6-10 p.m. at the Brentwood Veterans Memorial Building at 757 First St. The event will benefit the Lions Center for the Visually Impaired, and features a raffle and table decorating contest. Tickets are $80 and can be purchased at https://e-clubhouse. org/sites/brentwoodca/\

Liberty Lions 10th Annual Crab Feed

The Liberty Lions Band Boosters is hosting their 10th annual crab feed at the Brentwood Community Center on 35 Oak St., from 5:309:30 p.m. The event will also include auctions, prizes and cocktails. Tickets are $85, or $800 for a table of 10. For more information, and to purchase tickets, visit http://bit.ly/3XyoTVa

Saturday, March 4

Trinkets & Treasure Flea Market

The Oakley Senior Center is hosting a Trinkets & Treasures Flea Market from 9 a.m.-2 p.m. at 215 Second St. They will also be hosting a silent auction at the event.

Saturday, March 11

Oakley Youth Employment Workshop and Job Fair

The Oakley Recreation Department is hosting a youth employment workshop and job fair at the Oakley Recreation Center at 1250 O’Hara Ave. from 10 a.m.-noon. The goal is to provide local youth with the opportunity to learn job-seeking skills and connect with employers. For more information, visit https:// bit.ly/3YrG22L

Wednesday, March 15

Arts & Culture Visioning Session

The ad hoc City Council steering committee for Contra Costa County is hosting an information session at the Oakley Recreation Center, located at 1250 O’Hara Ave. at 5 p.m. For more information and to register for the event, visit https://bit.ly/40Qsxf9

Thursday, March 16

Lions of the North: a Pre-St. Patrick’s Day Celebration

The El Campanil Theatre at 602 W. 2nd St. in Antioch is hosting a Pre-St. Patrick’s Day Celebration at 2 p.m. It features the Irish band Lions of the North. Tickets are $32 for adults, $29 for seniors, and $15 for youths. For more information and to purchase tickets, visit https://bit.ly/3Y57rrw

Lions Red Cross Blood Drive

The Byron Delta Lions Club is sponsoring a blood drive for the Red Cross at St. Anne Catholic Church at 2800 Camino Diablo in Byron from 11 a.m.-5 p.m. For more information or to make an appointment to donate, call 1(800) 733-2767 or sign up at redcrossblood. org with ZIP code 94514.

Monday, March 20

All God’s Children Annual Golf Tournament

All God’s Children Christian School is hosting their annual golf tournament at the Discovery Bay Country Club. The tournament will feature a continental breakfast, a driving range and putting contest and a barbecue buffet dinner with awards will take place after the tournament at 3:30 p.m. Registration begins at 8 a.m. The tournament is a shotgun start at 10 a.m. For more information, contact Kaitlyn Lillard at kaitlynlillard@gmail.com or 925-642-5674, or visit http://bit.ly/3YCWrSx

Brentwood Union School District

Transitional Kindergarten/ Kindergarten Registration

2023-2024 School Year

KINDERGARTEN – Eligible child must be five years old on or before September 1, 2023

TRANSITIONAL KINDERGARTEN – Eligible child must be 5 years old between September 2, 2023 and April 2, 2024

TK/Kindergarten enrollment closes March 16, 2023 at 3pm and will reopen April 6, 2023 at 9am.

Information on how to start the enrollment process is located on the BUSD website: www.brentwood.k12.ca.us

Please email or call your resident school site https://www.brentwood.k12.ca.us/boundaries

Please be advised that because we are a growing community, enrollment is on a first come first serve basis. While we can assure placement within our school district, we cannot guarantee placement at your boundary school.

Saturday, March 25 and Sunday, March 26

Spring Craft Show and Yard Sale

The Brentwood Veterans Memorial Building at 757 First St. is hosting a craft show and yard sale from 9 a.m.-5 p.m. Craft vendors will be located indoors and yard sale participants will be in the courtyard. For more information and to become a vendor, email sandmcraftemporium@gmail.com

Ongoing Events

East County Rotary Club Meetings

Brentwood: The Brentwood Rotary Club meets weekly on Monday at noon at the Wedgewood Banquet Center at 100 Summerset Drive in Brentwood. For more information, visit https:// www.brentwoodrotary94513.com. Oakley: The Oakley Rotary Club meets weekly on Thursday at 7:30 a.m. at Black Bear Diner, 3201 Main St. in Oakley. For more information, visit http:// rotaryclubofoakley.com Antioch: The Antioch Rotary Club meets weekly on Thursday at noon at Lone Tree Golf Course & Event Center, 4800 Golf Course Road in Antioch. For more information, visit http://www.antiochrotaryclub.com/ The Rotary Club of the Delta meets weekly on Wednesday at 7 a.m. at Denny’s, 4823 Lone Tree Way in Antioch. For more information, visit https://www.rotaryclubofthedelta.org/.

East County Lions Club Meetings

Brentwood: The Brentwood Lions Club meets the first Wednesday of the month at 6:30 p.m. at Straw Hat Pizza on Lone Tree Way. For more information, visit: https://e-clubhouse.org/sites/ brentwoodca/ Oakley: The Oakley Lions Club meets the fourth Wednesdays of every month at 7 p.m. at the Oakley Senior Center, for more information, visit https://e-clubhouse.org/sites/ brentwoodca/ Antioch: The Antioch Lions Club meets every second and fourth Wednesday at 7 p.m. at the Denny’s on Delta Fair Blvd.

Discovery Bay: The Discovery Bay Lions Club meets the first Tuesday of each month at 6:30 p.m. at the Discovery Bay Yacht Club. For more information, visit:https://discoverybaylions. com/who-we-are/meetings/ Byron: The Byron Delta Lions Club meets every first Friday of each month at 10 a.m. at St. Anne’s Church for more information https://e-clubhouse.org/sites/ byron_delta/

Oakley Senior Center

Food Distribution

The Oakley Senior Center at 215 2nd St, gives out free food every Thursday from 1-2:30 p.m. Residents are asked to bring their own grocery bags.

Brentwood Community Chorus Rehearsals

The Brentwood Community Chorus meets on Tuesdays from 7- 9 p.m. at Brentwood Community United Methodist Church on 809 Second St. It is open to all ages and abilities as they prepare for their spring season.

Delta Informal Gardeners

Monthly Meetings

Delta Informal Gardeners encourages local residents to join them at their local meeting at the Brentwood Community United Methodist Church at 809 2nd St. on the 4th Monday of each month at 7:30 p.m.

ACA Women’s Group

The ACA (Adult Children of Alcoholics) Women’s Group meets every Wednesday at 5 p.m. at 809 Second St. in Brentwood. For more information, contact Cici at 530-306-7034.

Nonprofit offers Health Care

Career Courses

The nonprofit Opportunity Junction is accepting applications for its Certified Nursing Assistant (CNA) program at two locations including the Opportunity Junction Antioch office at 3102 Delta Fair Blvd. Classes began in September. The CNA program includes 12 weeks of training, life skills training, hands-on clinical experience, and job placement assistance. The first step in taking the course is to complete an application form online by visiting https://opportunityjunction. secure.force.com/apply/HCP

Discovery Bay Corvette Club

Meetings

The nonprofit Discovery Bay Corvette Club meets on the first Thursday of each month at 7:30 p.m. at the Discovery Bay Yacht Club, 5871 Marina Road, Bilge Room. The club is dedicated to the enjoyment of owning and driving America’s sports car. For more information, drop by a meeting or contact the membership vice president at 925-341-9433. For more information on the club, visit www.discoverybaycorvetteclub.com

California Striped Bass Association

West Delta Chapter Meeting

The California Striped Bass Association meets on the second Thursday of each month at 6 p.m. at Sportsmen Yacht Club, 3301 Wilbur Ave., Antioch. For more information, call Moe Adams five days before meeting at 916-529-1192. For more information, visit www.csbadeltachapter.org

Oakley 4-H Club

The Oakley 4-H Club has monthly meetings the second Wednesday of each month at 7 p.m. The club is open to boys and girls ages 5-19. For location information, email Amanda at oakley@ contracosta.org.

Adult

Child