Events
Trusts & Estates
- Events
- Trusts & Estates
Webinar: 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: The End of Life for Insurance in the Estate Plan—Death Benefit, Surrender, Lapse or Settlement?
The presentation is entitled: “The End of Life for Insurance in the Estate Plan—Death Benefit, Surrender, Lapse or Settle?”.
Webinar: Subtrust Allocation for Litigation Attorneys
During this presentation, Judge Glen Reiser (Ret.) will discuss various critical aspects of subtrust funding as part of the trust administration process.
2022 Fourth Annual Financial Elder Abuse Symposium
Welcome to the 2022 Fourth Annual Financial Elder Abuse Symposium! This program will start at 8:30 AM on Friday, May 20, 2022.
Webinar: Trust and Estates Litigation, Trial, and People v. Sanchez
People v. Sanchez drastically changed the testimony and evidence that experts can give during trial.
Webinar: Intersection of Estate Planning and Crypto Assets
This timely and practical session will explore crypto assets generally and estate planning with crypto assets, including the unique legal issues of these assets plus succession issues for private keys.
Webinar: Probate Guardianship Minor’s Counsel – How to Communicate with a Child Client
Attorney Stefanie M. Bennett has devoted her practice to representation of minors in judicial proceedings.
Webinar: Will King Still be King after Haggerty: Is the procedure for revocation of a trust available for modification?
Currently pending before the California Supreme Court in Haggerty v. Thornton is the question of whether the language set forth in Probate Code 15402, “nless the trust instrument provides otherwise”, means a trust may be amended by any available method of revocation unless the method of amendment set forth in the trust is “expressly exclusive”, or whether it means that if the trust specifies any method of amendment, that particular method must be followed.
Webinar: Marrying into Elder Abuse
In the 1980s and 1990s, the California Legislature passed laws to protect elders from financial predators
Webinar: The Nuts and Bolts of Conservatorship Law
Conservatorship 101 will review the different types of conservatorships, some basic alternatives to conservatorships, situations where a conservatorship is necessary, and walks through the procedures to have a client appointed as conservator.
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.