Events
Trusts & Estates
- Events
- Trusts & Estates
Webinar: 529 Plan Basics for Estate Planning
Bryan Kirk and David Oh, Trust Counsels of Fiduciary Trust International of California, discuss 529 plans from a tax planning and estate planning point of view. They will review the basic rules of 529 plans and discuss what clients should consider when setting up such plans.
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: E-Discovery in Trust and Estate Litigation
This presentation covers the rules governing e-discovery and provides practical guidance for applying those rules in the trust and estate context.
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.
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.