The Corporate Transparency Act (CTA) takes effect January 1, 2024. Despite the name, it has broad implications for trusts and estates practice.
Join a panel of five esteemed mediators of trust and estate disputes including Honorable James P. Gray (Ret.), Honorable Jamoa A. Moberly (Ret.), Honorable Glen M. Reiser (Ret.), Bette Epstein, Esq. and Bruce S. Ross, Esq., together with moderator Kristin Yokomoto, Esq. as we explore the intricacies of successful mediations. Trust and estate litigation is on the rise and so are the number of disputes being successfully resolved outside of the courtroom through mediation. Unlike other types of disputes, trust and estate fights often involve the break-down of family relationships over inheritances.
This presentation will discuss the unique design of utilizing technology and digital tools to leverage productivity in estate planning law firms. Attendees will learn about platforms for organizing documents, case management systems, and communication tools designed for them.
This webinar will discuss the California Rules of Professional Conduct (Rules) that create the most challenges for estate planning lawyers ranging from client engagement letters, competence, compensation, confidentiality, conflicts of interest, advance conflict waivers and capacity issues.