Events

Trusts & Estates

Webinar: Heggstad Petitions: Procedure and Select Problems

1.5 Participatory MCLE Credits In this presentation, David Little will describe the purpose of a Heggstad petition, the evolution of the law, practical application of a Heggstad petition, and alternatives when a Heggstad is not appropriate.  David will also provide real world examples of the uses of Heggstad petitions.  Non-Member: $112.50Member: $82.50 Speaker: David D.…

Real Property Law | Trusts & Estates

Webinar: How to Handle Holdover Occupants of Trust and Estate Property, Eviction Proceedings, and Other Related Issues

1 Participatory MCLE Credits;1 Legal Specialization in Estate Planning; Trust & Probate Law This program will examine various issues and possible solutions for dealing with holdover occupants of trust or estate property including unlawful detainer actions and probate court proceedings.  Topics will include how property owners navigate working with or removing holdover occupants of trust or…

Trusts & Estates

Webinar: Hot Topics in Valuations as the December 31, 2025 Sunset for Gift, Estate, and Generation-Skipping Transfer Tax Exemptions Nears

1 Participatory MCLE Credits, 1 Legal Specialization; Estate Planning, Trust and Probate Law Carsten Hoffmann of Stout Risius Ross, LLP and Kristin Yokomoto, Esq. of Baker & Hostetler LLP will discuss the upcoming December 31, 2025 sunset of the gift, estate, and generation-skipping transfer tax exemption amounts and the current trends with valuations. As we…

Trusts & Estates

Webinar: The Mechanics of Elder Abuse Restraining Orders: The Nuts and Bolts

1 Participatory MCLE Credits; 1 Legal Specialization in Estate Planning; Trust & Probate Law Join us for a comprehensive program describing EAROs including relevant case and statutory law. Topics will include standing, burden of proof, evidence, the scope of orders that can be issued, and attorney fees. The program will discuss the interplay of domestic…

Trusts & Estates

Webinar: Avoiding Legal Malpractice and Ethical Violations for Trust and Estate Attorneys

1 Participatory MCLE Credits, 1 Legal Ethics, 1 Legal Specialization in Estate Planning; Trust & Probate Law Kristin Yokomoto, Member of the CLA Trust and Estate Executive Committee (TEXCOM); Scott Garner, Vice-Chair of the CLA Ethics Committee; and Suzanne Burke-Spencer, Chair of the CLA Ethics Committee will discuss ethical violations and other acts and omissions…

Trusts & Estates

Webinar: 2024: The Year in Trust and Estate Litigation

1 Hour MCLE; 1 Legal Specialization in Estate Planning; Trust & Probate Law  Join Jeff Loew, Ciaran O’Sullivan, and Matt Owens to hear about the 2024 updates in the areas of Trust and Estate Litigation. The panel will cover new case law from the past year, as well as new, amended, or deleted laws that…

Trusts & Estates

Webinar: 2024: The Year in Estate Planning, Trust Administration, and Probate

Join Mara Mahana, Jennifer Scharre, and Kristin Yokomoto to hear about the 2024 updates in the areas of Estate Planning, Trust Administration, and Probate. The panel will cover new, amended, and deleted laws that impact estate planners and trust administration lawyers, case law that impacts planning and malpractice, a revised small estate Judicial Council Form for certain real estate, and more.

Trusts & Estates

Webinar: House of Cards: Selected Real Property Issues in Administration

Jennifer Campbell is a partner in the Private Wealth Services Group at Holland & Knight. She graduated from UC San Francisco College of the Law (previously known as UC Hastings College of the Law), cum laude. Since graduation, Jennifer has focused her practice in the private wealth management area and has practiced in a variety…

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.

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