Events
Trusts & Estates
- Events
- Trusts & Estates
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.
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.
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.