Events
Trusts & Estates
- Events
- Trusts & Estates
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.
Webinar: Corporate Transparency Act: Pulling Back the Curtain and Shining a Spotlight on Client Assets
The Corporate Transparency Act (CTA) takes effect January 1, 2024. Despite the name, it has broad implications for trusts and estates practice.
Webinar: Top Five Critical Lessons from Mediators of Trust and Estate Disputes
Join a panel of five esteemed mediators of trust and estate disputes including Honorable James P. Gray (Ret.), Honorable Jamoa A. Moberly (Ret.), Honorable Glen M. Reiser (Ret.), Bette Epstein, Esq. and Bruce S. Ross, Esq., together with moderator Kristin Yokomoto, Esq. as we explore the intricacies of successful mediations. Trust and estate litigation is on the rise and so are the number of disputes being successfully resolved outside of the courtroom through mediation. Unlike other types of disputes, trust and estate fights often involve the break-down of family relationships over inheritances.
Webinar: Tech Tips for Small Law Firms
This presentation will discuss the unique design of utilizing technology and digital tools to leverage productivity in estate planning law firms. Attendees will learn about platforms for organizing documents, case management systems, and communication tools designed for them.
Webinar: How to Navigate the Ethical Landmines for Estate Planning Attorneys
This webinar will discuss the California Rules of Professional Conduct (Rules) that create the most challenges for estate planning lawyers ranging from client engagement letters, competence, compensation, confidentiality, conflicts of interest, advance conflict waivers and capacity issues.
Webinar: Ethics for Probate Litigation: What You Need to Know
The program covers ethics rules and issues litigators should know with a particular focus on the probate practitioner.
Webinar: Medi-Cal with No Asset Limits
This webinar will explain the new rules the Department of Health Care Services has released as it struggles to make the trust regulations adopted after OBRA 1993 mesh with no-asset-limits Medi-Cal.
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.