Events

Family Law

Webinar: Issues in Apportionment of Assets: Equity Compensation and Real Property

Jeff. Stegner, CPA-ABV and Natalie McFarlin, CPA-ABV will be discussing the various types of equity compensation they have worked with and apportioned between Community and Separate property. They will cover the documents needed to make such calculations as well as the types of methods used to make such apportionments (Hug / Nelson / Sequential). They will also work through real property apportionments including Moore / Marsden and Branco calculations and the documents necessary to complete such assessments.

Taxation

CalCPA Webinar: Partnership Basics III: Understanding Tax Basis Webcast

Partnerships are an important part of United States tax administration and a major tax planning vehicle. This webinar, the third in a four-part series, introduces tax issues and concepts for partnerships and is designed for both young and experienced tax professionals who need to remain sharp on partnership mechanics. C

Trusts & Estates

Webinar: Care Custodians and Spouses: New Legislation Affecting Their Rights

In the 2014 decision of Lintz v. Lintz  the court applied Family Code section 721 to estate plans.  Section 721 imposes a duty of the highest good faith and fair dealing on spouses, and a statutory presumption of undue influence arises wherever one spouse obtains an advantage over the other.  Probate Code section 21385 was amended to remove the presumption created by the Lintz case.  Other legislation passed protects elders from aggressive Care Custodians.

Litigation

Webinar: Navigating the Statement of Decision Process

When the result of a bench trial goes up on appeal, the factor most influential on the result is the statement of decision. A statement of decision can also have other important ramifications for the effect of a court decision on future proceedings between the parties, regardless of whether an appeal occurs.

Solo & Small Firm

Webinar: Estate Planning and Divorce

Details the effects of marriage and divorce on estate plans executed prior to change in status. Deals with limitations on planning under Automatic Temporary Restraining Orders; effects of dissolution judgment on provisions for former spouse under the probate code; effects of dissolution on family court/probate court jurisdiction; effects of dissolution on ERISA plans; collection of support obligations from decedent estates/trusts; ethical issues related to representation of former spouses.

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.

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