Events
Trusts & Estates
- Events
- Trusts & Estates
Webinar: Forensic Signature and Document Examination
Dr. Linton Mohammed will cover the basics of forensic document examination including when to use a forensic document examiner and the techniques that he uses to catch fraudsters.
Afternoon with IRS Program Manager of Estate and Gift Tax Policy: Recent Developments in Estate & Gift Tax
Lisa M. Piehl, the Program Manager of the Estate and Gift Tax Policy Division of the Internal Revenue Service (IRS), will be addressing updates related to estate and gift tax matters within the IRS.
Webinar: All About CalABLE Accounts And Their Benefits for Disabled Clients
CalABLE Accounts offer different benefits to those that qualify than other planning tools such as special needs trusts.
5th Annual Financial Elder Abuse Symposium
Earn 7.5 Hours of MCLE, which includes Legal Specialization in Estate Planning, Trusts and Probate Law.
Webinar: Natalie Choate Presents on Making Retirement Benefits Payable to Trusts
The IRS restated ALL the required minimum distribution (RMD) regulations in 2022. The new (proposed) regulations set out a SIMPLE EASY 4-step process for determining the “countable beneficiaries” of a trust named as beneficiary of a retirement account.
Webinar: What Does Probate Code Section 15800 Really Mean…AB 1079 and the “Empty Chair” Dilemma
A number of cases have chipped away at the clarity of statutes instructive of a trustee’s duty to account, report, and inform.
Webinar: Utilizing the Power of Annual Gift Tax Exclusions
The seminar will explore effective strategies to use the annual gift tax exclusion to transfer wealth, including direct gifts, gifts to trusts, and best practices when drafting “Crummey” Trusts.
2023 Annual Meeting and CLA & CJA Presidents Gala
We'll be back in San Diego in 2023 for our biggest event of the year.
Webinar: Flipping the Script in High Conflict Situations in Your Cases and in the Office
Conflict has increased significantly with a rise in the frequency and severity of accusations, disruptions, and threats, including physical violence.
Webinar: Understanding Estate, Gift, and Generation- Skipping Transfer Tax Rules for U.S. and Non- U.S. Residents
Estate, gift, and generation-skipping transfer tax rules are complex and vary depending upon the residency of the taxpayer.
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.