Events
Trusts & Estates
- Events
- Trusts & Estates
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.
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.
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.