Trusts and Estates Section

Elder Abuse Act demands both a high level of culpability and sufficiently detailed allegations demonstrating it. Read more

In this episode, guest, James Ulwelling and host, Ben Schwefel, will discuss partition actions, co-ownership conflicts, lis pendens (notice of pendency of action), and practical strategies for resolving real property disputes that arise in trust and estate administrations. Read more

Mismanagement under Probate Code sections 8402(a)(3) and 8502(a) includes pre-appointment conduct that badly, improperly, or unskillfully handles an estate asset and may result in denial of appointment of a named executor. Read more

California Comprehensive Virtual Representation For Trusts Begins January 1, 2026 Read more

In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act’s impact on estate and tax planning with host Kristin Yokomoto. Read more

Listen to host Kristin Yokomoto discuss various aspects of the CLA Trusts and Estates Section Executive Committee (TEXCOM) with guests Matthew McMurtrey and Ryka Farotte. Read more

Revocation of a will by cancellation must occur by physical alteration of the will and a separate, stand-alone document does not constitute a subsequent will unless it also transfers property upon death.  Read more

Listen to TEXCOM Members Kim McGhee, Ben Schwefel, Jadene Tamura, and Kristin Yokomoto discuss the benefits of becoming a Certified Legal Specialist and the five TEXCOM making up The Exam and You preparation course.  Read more

In this episode of Trust Me! we will be discussing King Lear, the Shakespearean tragedy, and the fallout from an estate plan gone wrong. Read more

Merely being a proposed conservatee’s neighbor is insufficient to qualify as an interested person or friend with standing to file a petition for conservatorship. Read more