Trusts and Estates
Overview
News
Gonzalez v. City National Bank
Summary: Assets in a qualified special needs trust are subject to mandatory payback to the State from the trust’s remainder upon the beneficiary’s death for medical expenses incurred on the beneficiary’s behalf, regardless of whether the beneficiary was under 55 years of age when she received Medi-Cal benefits.
News
North Carolina Department of Revenue v. Kaestner Trust
Summary: The Due Process Clause of the Fourteenth Amendment prohibits states from taxing trusts based solely on the in-state residency of trust beneficiaries.
Event
2019 Summer Trusts and Estates Education Conference
Join us Friday, June 28, 2019 for the Summer Trusts and Estates Education Conference in Sacramento. It'll be a day full of educational opportunities. You don't want to miss out on speakers such as Jeremy Moffitt, Lydia L. Lockett, Ellen McKissock and many more. We want to see you there!
News
Sapp v. Rogers
Summary: Administrator removed for 15-year intentional delay in selling estate property and winding up estate affairs, and for bad faith conduct against heirs.
News
2019 Summer Trusts and Estates Education Conference
Join us on June 28, 2019 for the 2019 Summer Trusts and Estates Education Conference in Sacramento.
Welcome to the Trusts and Estates Section of the California Lawyers Association. All members of the Trusts and Estates Section receive the following benefits:
- A subscription to the California Trusts and Estates Quarterly
- New case alerts
- Discounts on the Trusts and Estates Section’s live CLE programs
- A reduced purchase price for the Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel (the “Ethics Guide”)
- Members Only website
- Access to past issues of the Quarterly
- Six hours of online self-study MCLE credit at no charge
- Discounts on select CEB print and online publications
- CEB discount – 10% off a wide selection of publications. Details can be found on the CEB website.
- Online catalog for Trusts and Estates Section education programs
- Access to Trusts and Estates social media
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Contact Us
Trusts and Estates Section
California Lawyers Association
400 Capitol Mall, Suite 650
Sacramento, CA 95814
TrustsAndEstates@calawyers.org