Events
Trusts & Estates
- Events
- Trusts & Estates
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.
Webinar: COMING TO YOU LIVE: 2021 and 2022 Recent Developments, But Please No Comment on Depp v. Heard
Patrick A. Kohlmann and Vivian L. Thoreen will review recent developments that are most pertinent and relevant to trust and estate attorneys. This includes selected cases of interest from 2021 and 2022, and selected legislation of importance chaptered during this period.Â
Webinar: Trust Protectors: Guardians of the (Trust) Galaxy
Along with answering the question of "what is a trust protector?," this presentation will provide insight into common use cases for trust protectors, best practices when advising trust protectors, and potential liability of trust protectors.
Webinar: Forensic Signature and Document Examination
Dr. Linton Mohammed will cover the basics of forensic document examination including when to use a forensic document examiner and the techniques that he uses to catch fraudsters.
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: All About CalABLE Accounts And Their Benefits for Disabled Clients
CalABLE Accounts offer different benefits to those that qualify than other planning tools such as special needs trusts.
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.