Events
Trusts & Estates
- Events
- Trusts & Estates
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.
Webinar: “No More Fractional Discounts”: California’s Adoption of the Uniform Partition of Heirs Property Act
The Uniform Partition of Heirs Property Act was drafted to address perceived abuse in partition actions leading to a loss of equity in inherited property, especially among lower-income parties. According to the Uniform Law Commission, the Act has been enacted by twenty-one states, including California.
Webinar: Ethical Concerns for Trust and Estate Practitioners
Attend this presentation to connect with an estate planner and trust administrator, a Research Attorney at the Superior Court, and a malpractice attorney who are members of the California Lawyers Association Trusts and Estates Executive Committee or the California Lawyers Association Ethics Executive Committee. Ethical issues are tricky in that, while they are often obvious, other times they may be difficult to spot. By understanding the pitfalls, we can better see them and prevent a catastrophe that could impact our ability to represent clients without issue or jeopardize our license to practice law.
Webinar: Nuts & Bolts of Private Letter Rulings
Private letter rulings (PLRs) are one of many tools that tax and wealth planning professionals can employ to benefit their clients, but many professionals are unaware of the benefits of PLRs or don’t know how to obtain PLRs.
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.