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