Events
Trusts & Estates
- Events
- Trusts & Estates
Webinar: A Practical Explanation of Estate Tax Return Preparation
Completing an estate tax return can present the fiduciary of the estate both opportunities for effective post-mortem estate planning as well as liability. Understanding the fiduciary's obligations to file and how to file the estate tax return (Form 706) is essential for any attorney advising the fiduciary.
Webinar: Dude, I Inherited a Pot Farm, Man! (Considerations For Marijuana-Related Businesses for T&E Lawyers)
Despite a trend toward legalization of marijuana at the state level, the ownership of marijuana related businesses as trust or estate assets continues to pose unique challenges and legal risks in large part due to marijuana’s still-illegal status at the federal level and its heavily-regulated status in California.
Webinar: Property Taxes: Pitfalls, Practical Solutions, & Advising Clients on Pros & Cons of Proposition 19
Speaker will discuss a framework for addressing and solving property tax issues for clients engaged in estate planning, gifting, and property management. Participants will learn about the impact Proposition 19 will have on property tax rules for transfers of property and reassessment.
Webinar Replay: Powers of Attorney – Myths, Management and Litigation
This program will cover the scope of authority granted under powers of attorney; strategies for drafting provisions to meet your clients’ specific needs and to avoid litigation; proper management and administration by agents serving under powers of attorney; and litigation relating to breaches of duties by agents.
Webinar: The Trusts and Estates Ethics Guide Webinar for Litigation Is Here!
Trusts and Estates litigators will introduce the viewers to the brand new Fourth Edition of its popular Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel, go through rules and scenarios.
Webinar: The Trusts and Estates Ethics Guide Webinar for Planners Is Here!
Trusts and Estates practitioners will introduce the viewers to the brand new Fourth Edition of its popular Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel, go through rules and discuss scenarios.
Proposition 19, the Assessor, and You
Bewildered by Prop.19, so are Assessors. Larry Stone, Silicon Valley’s Assessor, along with Assessment Professionals will discuss the status of implementation by Assessors and the Board of Equalization, including state of urgency legislation.
Webinar: Contested Nonprobate Transfers – When the Estate Plan Trumps
This presentation will cover best practices for handling nonprobate transfers when the documents on file with the bank conflict with the decedent's estate plan.
Webinar: Got Capacity? Selecting and Applying Mental Capacity Standards
As Baby Boomers age, lawyers increasingly face situations where clients or other parties have questionable mental capacity. What are the governing capacity standards in estate planning and other civil law contexts?
Webinar: Afternoon with an IRS Attorney: Recent Developments in Estate & Gift Tax by the IRS Estate and Gift Tax Policy Manager
Lisa 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. She will also detail what happens to estate tax returns (Form 706) and gift tax returns (Form 709) once it’s submitted to 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.