Events
Trusts & Estates
- Events
- Trusts & Estates
Webinar: Estate Planning for Same-Sex and Unmarried Couples: Post-Obergefell
Alma Soongi Beck of Lakin Spears LLP will provide an overview of estate planning for LGBTQ People and unmarried couples, and its evolution over her 18+ years of practice in this area. The discussion will cover the evolving landscape of local, county, and state domestic partnership registration and recognition, property tax issues for people not married and not state-registered domestic partners, considerations for health care directives, and a practitioner’s perspective of planning in this area four years beyond the landmark U.S. Supreme Court decision in Obergefell v.
Hodges.
Webinar: Autopsy of A Trusts and Estates Case: The Appellate Doctor Is In
Our speakers will discuss the appellate process for trusts and estates litigation matters. Considering the standard of review, avoiding waiver, and preserving or avoiding the record through the use of the statement of decision and the use or avoidance of court reporters are issues for practitioners to consider while still at the trial level.
Webinar: 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 End of Life Option Act: How it works in the real world
The End of Life Option Act (EoLOA) became law in California in June 2016. Â Although simple on its face, implementation of the law can be complex.
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.
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.