Events
Trusts & Estates
Webinar: Developing a Theory of the Case and Rules for Admitting and Excluding Evidence in Probate Court Trials
1 Participatory MCLE Credits The webinar will explain how to create and implement a theory of the case, prepare for both direct and cross-examination, and provide an analytical approach to objections. Topics will include using narratives and themes to present evidence, questioning expert witnesses, and the most often cited privileges and hearsay exceptions. SpeakersAnthony G.…
Webinar: Advanced Planning – A Decade in Review What Have We Learned over the Last Decade and Where are We Headed?
1 Legal Specialization in Estate Planning; Trust & Probate Law 1 Participatory MCLE Credits Throughout the country, 2010-2020 served as a turbulent time of change for estate planning attorneys. Three tax acts, a fiscal cliff, and year-end unknowns encouraged planning designed to utilize a client’s full federal estate and transfer tax exemption amount. When the predicted…
2021 Annual Meeting
Register now for the 2021 Annual Meeting. Fulfill CLE credits, enjoy keynote speakers, meet sponsors, and learn about the latest trends in the legal community!
Webinar: Preparing Effective Advance Health Care Directives
1.25 Participatory MCLE Credits One of the greatest gifts our loved ones can give to us is to carry out our medical wishes if we are unable to communicate them ourselves. Our time to provide clear guidance to them is now.Contemplating incapacity and death is difficult. Yet, it helps puts us in touch with our…
Webinar: Death and Taxes: Even Celebrities Can’t Avoid Them. An Analysis of the Michael J. Jackson Estate Tax Ruling
1 Legal Specialization in Estate Planning; Trust & Probate Law  1 Participatory MCLE Credits Michael Jackson may still be the most recognizable celebrity on a worldwide scale and is now also known as the world’s highest paid dead celebrity. Despite his status, estate taxes had to be paid upon his death.  To do so, his…
Webinar: AB 1194: New Burdens for Conservators
The Probate Code generally establishes the standards and procedures for the appointment and termination of an appointment of a guardian or conservator of a person, an estate, or both.
Webinar: Locking Down on Recent Developments
Patrick A. Kohlmann and Vivian L. Thoreen will review the recent developments from last year that are most pertinent and relevant to trust and estate attorneys.
Webinar: Attorney Work Product in Trusts & Estates Litigation
The Evidence Code provides that the attorney-client privilege does not apply when litigants claim through a deceased client. However, no corollary exception exists
Webinar: Attorney’s Fees and Fee Shifting in Probate Proceedings
The speakers will examine the seminal authorities applicable in probate proceedings relative to the shifting of attorney’s fees, as well as different theories of recovery for attorney’s fees.
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.
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.