Trusts and Estates


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Upcoming Events › Trusts & Estates

April 2020

Webinar: The Employment Law Issues Trustees, Conservators, and other Fiduciaries Face

April 28 @ 12:00 pm - 1:00 pm

In fulfilling their fiduciary obligations, trustees, conservators and other fiduciaries are often thrust into situations where they are required to act as an employer. From managing caretakers, issuing paychecks, setting schedules, to hiring and firing trust employees, this is perilous territory because California employers are saddled with a host of regulations they are expected to understand and follow precisely.

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May 2020

Webinar: Estate Planning for Same-Sex and Unmarried Couples: Post-Obergefell

May 12 @ 12:00 pm - 1:00 pm

Alma Soongi Beck of Lakin Spears LLP will provide an overview of estate planning for LGBTQ People and unmarried couples, and its evolution over her 18+ years of practice in this area. The discussion will cover the evolving landscape of local, county, and state domestic partnership registration and recognition, property tax issues for people not married and not state-registered domestic partners, considerations for health care directives, and a practitioner’s perspective of planning in this area four years beyond the landmark U.S. Supreme Court decision in Obergefell v.

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June 2020

Webinar: Autopsy of A Trusts and Estates Case: The Appellate Doctor Is In

June 10 @ 12:00 pm - 1:00 pm

Our speakers will discuss the appellate process for trusts and estates litigation matters. Considering the standard of review, avoiding waiver, and preserving or avoiding the record through the use of the statement of decision and the use or avoidance of court reporters are issues for practitioners to consider while still at the trial level.

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August 2020

Webinar: The End of Life Option Act: How it works in the real world

August 18 @ 12:00 pm - 1:00 pm

The End of Life Option Act (EoLOA) became law in California in June 2016.  Although simple on its face, implementation of the law can be complex.

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