Events
Trusts & Estates
- Events
- Trusts & Estates
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.
Webinar: Medi-Cal Recent Developments
The changes to eligibility increased the number of qualified recipients as well as expanded some services while limiting others. Don’t miss this opportunity to have one of California’s Certified Elder Law Attorneys provide an overview of what services your clients may receive to provide for their long term and health care.
Webinar: Don’t Put Off To Tomorrow What You Can Do Today: Avoiding Post-Death Trust Contests Through Inter Vivos Petitions
In the wake of the statutory weakening of no contest clauses, settlors have little recourse to dissuade post-death contests.
Webinar: Succession Planning for Lawyers – How to Stay in Control
This webinar will provide information on the continuation, disposition, or termination of a law practice due to a death or disability.
Webinar: Mediation of Trust and Estate Disputes – Part I
The speakers will cover aspects of a mediation from the differing perspectives of the mediator, lawyers, and clients. By attending this program, you will gain a better understanding of the various stages of a mediation from a mediator’s perspective, as well as tips for lawyers on negotiating successful dispute outcomes.
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.
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.