Events
Trusts & Estates
Events
Webinar: New Rules to Avoid Probate! Key Info on AB 2016 & Non-Probate Transfers of a Decedent’s Home up to $750,000
California Lawyers Association Trust and Estates Executive Committee members will discuss important new legislation AB 2016, covering key requirements, when to use the new process, and what this means for estate planning and administration. Â
Webinar: Title Insurance: What it is, Why it Matters and How It Applies to Estate Planners and Litigators
A plain-language explanation of what title insurance covers, how it works, and why it’s an essential safeguard in real estate transactions.
Webinar: An Overview of Discovery Practice in Trust and Estate Litigation
There has been a steady increase in trust and estate litigation of civil procedural practices, including all forms of discovery.
Webinar: Tools for Safeguarding Trustees
This webinar will explore, from a litigation perspective, the practical tools and strategies available for mitigating the risk of litigation and liability surrounding fiduciary decision making.
Webinar: Trust Protectors in Long-Lasting Trusts: Oversight, Authority, and Best Practices
Trust protectors play a crucial role in long-running irrevocable trusts such as Dynasty Trusts (DTs) and Special Needs Trusts (SNTs) by providing oversight, ensuring flexibility, and safeguarding the beneficiary’s long-term interests.
Webinar: From the SEC to the Probate Court: Targeting Financial Elder Abuse and Securities Fraud
As reports of financial elder abuse and securities fraud increase, these two problems frequently intersect. Fortunately, the tools intended to combat this abuse continue to evolve.
Webinar: 2025 Gift and Estate Tax Update
The speakers will discuss the updates in statutory and case law over the last year that impacts gift and estate tax. Trusts and estates practitioners will learn about new laws and changes that may impact their practice.
Webinar: 2025 Year End Legislation Update: New January 1, 2026 Laws That Trust and Estate Practitioners Should Know
Join three TEXCOM Committee Members discuss new bills that are effective January 1, 2026 that impact estate planning, incapacity, trust administration, and litigation.
Webinar: 2025: The Year in Trust and Estate Litigation
Join Jeff Loew, Ciaran O’Sullivan, and Matt Owens to hear about the 2025 updates in the areas of Trust and Estate Litigation.
Webinar: Where Mental Illness and Estate Planning Collide – How to Counsel Clients with Dementia and Other Mental Illnesses
Estate planning professionals increasingly serve clients facing mental illness or diminished capacity. This presentation by Elijah Keyes explores how to identify capacity levels, manage undue influence risks, and meet ethical duties while preserving client autonomy.
We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
