Trusts and Estates
Overview
News
Key v. Tyler
Summary: No contest clauses are enforceable against both contestants and respondents in a trust contest, depending on the circumstances; the anti-SLAPP statute applies to no-contest-clause-enforcement petitions, but the litigation privilege may not be used to defeat them.
News
Stennett v. Miller
Summary: Biological Child of a Decedent Who Died Intestate Has No Standing to Pursue a Wrongful Death Action Where Status as Intestate Heir Cannot Be Established.
News
Dudek v. Dudek
Summary: Although the insurance company rejected as technically insufficient the trustor’s beneficiary designation forms naming the trustee as the owner of the policy, the trustor had nevertheless properly gifted the policy to the trust and relinquished all rights to change the beneficiaries.
News
Estate of Herzog
Summary: German birth certificates offered to show relationship to decedent excluded from evidence due to lack of attestation.
News
Conservatorship of O.B.
Summary: Trial Court Ruling Imposing Limited Conservatorship Upheld On Appeal Where Finding Was Supported by Substantial Evidence
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
- A $95 discount on a purchase a Gold Passport or program from CEB — equivalent to your dues in the Section!
- 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