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.

The program covers ethics rules and issues litigators should know with a particular focus on the probate practitioner.

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.

This webinar will go into a detailed analysis of important developments in Estate Planning including legislation, cases, and state/federal policies.

Breslin and Smith and Farrant, oh my! The road to speedy probate trials has become more challenging over the last few years due to recent case law.

This webinar will touch on the following: Understand what ChatGPT and other generative AI tools are and how they work.

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.

With the substantial changes to Medi-cal in 2024, many California residents will now be able to access benefits for long term care.

In light of recent developments, some estate planning strategies have become especially popular.

The Speaker will discuss how property tax can impact an estate plan and things practitioners should watch out for.