Trusts and Estates


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Upcoming Events › Trusts & Estates

February 2020

Webinar: Suspension and Removal of Trustees

February 24 @ 12:00 pm - 1:00 pm

Panelists will address the applicable law and procedures for suspension and removal of Trustees.

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March 2020

Third Annual Financial Elder Abuse Symposium

March 20

Join us on March 20, 2020 for the Third Annual Financial Elder Abuse Symposium in Sacramento, CA.

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Webinar: Care Custodians and Spouses: New Legislation Effecting Their Rights

March 24 @ 12:00 pm - 1:00 pm

In the 2014 decision of Lintz v. Lintz  the court applied Family Code section 721 to estate plans.  Section 721 imposes a duty of the highest good faith and fair dealing on spouses, and a statutory presumption of undue influence arises wherever one spouse obtains an advantage over the other.  Probate Code section 21385 was amended to remove the presumption created by the Lintz case.  Other legislation passed protects elders from aggressive Care Custodians.

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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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