Events
Trusts & Estates
- Events
- Trusts & Estates
Webinar: How-To for Estate Planners in Assisting Client Incorporating the New Medi-cal Eligibility Rules to Their Long Term Plans
With the substantial changes to Medi-cal in 2024, many California residents will now be able to access benefits for long term care.
Webinar: Planning Ideas Worth Stealing
In light of recent developments, some estate planning strategies have become especially popular.
Webinar: Property Taxes: Just When You Think You’ve Planned for Everything
The Speaker will discuss how property tax can impact an estate plan and things practitioners should watch out for.
Webinar: Supportive Decision Making
The purpose of the webinar will be to discuss Assembly Bill No. 1663, (A.B. 1663),"Protective Proceedings," new legislation that became effective January 1, 2023.
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…
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