Events
Trusts & Estates
Webinar: Risk Mitigation For The Successor Trustee
It’s hard to be a successor trustee. The common preference of most settlors is to name a non-professional – typically a family member or friend – as the successor trustee. Unfortunately, few of these successor trustees have the time, interest, or training to manage the complex responsibilities required of a trust administration.
Webinar: INGs in the Crosshairs: Retrospectives and Alternatives
Incomplete gift, nongrantor trusts have been made ineffective in California through recent legislation.
Webinar: How to Sell Houses When Co-Owners Disagree
1 Participatory MCLE Credits This webinar will cover the following: Speakers: Melissa Karlsten and Elijah Underwood Non-Member Price $75.00Member Price$55.00 Melissa Raneri Karlsten is a shareholder of Aaron, Riechert, Carpol & Riffle, and has been practicing in the area of Estate Planning, Trust and Probate Law since 2002. The State Bar of California Board of…
Webinar: Ethics 2024: Cyber Scams and Client Trust Account Fraud
Cyber scams targeting attorneys are increasing, and some attorneys have found themselves the victim of fraud involving client trust accounts.
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.…
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…
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…
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…
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…
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…
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