Trusts and Estates

Ca. Trs. & Estates Quarterly 2023, VOLUME 29, ISSUE 1

MCLE SELF-STUDY ARTICLE 2022 LEGISLATION: NEW LAWS THAT TRUST AND ESTATE PRACTITIONERS SHOULD KNOW

Written by Matthew Owens, Esq.* and Ciarán O’Sullivan, Esq.**

I. INTRODUCTION

The Executive Committee of the Trusts and Estates Section of the California Lawyers Association ("TEXCOM") has continued its work monitoring and commenting on bills affecting our practice area as they proceed through the Legislature. This article briefly summarizes the new laws that will be most important to trust and estate practitioners. As will be seen, reforming the conservatorship law continued to be a major preoccupation of legislators in the second half of the just-finished two-year legislative cycle. Practitioners in the areas of elder law, probate conservatorships, and LPS conservatorships must be mindful of the many new requirements imposed on them as a result of legislation enacted in the last two years.

II. GUARDIANSHIPS, CONSERVATORSHIPS, AND INCAPACITY

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