California Lawyers Association

Trusts and Estates Section

Updates and events from the Trusts and Estates Section

Lisa M. Piehl, the Program Manager of the Estate and Gift Tax Policy Division of the Internal Revenue Service (IRS), will be addressing updates related to estate and gift tax matters within the IRS. Read more
This webinar will touch on the following: Understand what ChatGPT and other generative AI tools are and how they work. Read more
BreslinĀ andĀ SmithĀ andĀ Farrant, oh my! The road to speedy probate trials has become more challenging over the last few years due to recent case law. Read more
In this episode of Trust Me!, Kristin Yokomoto discusses ethical considerations in the estate planning world. She covers issues relating to engagement letters, conflicts, communication, capacity and more. Read more
Failure to comply with the requirement in newly enacted Welfare and Institutions Code section 5350, subdivision (d)(2), that trial must begin within ten days of demand is discretionary, not mandatory, grounds for dismissal. Read more
This webinar will go into a detailed analysis of important developments in Estate Planning including legislation, cases, and state/federal policies. Read more
The statutory method of revocation is available as a method of trust modification unless the trust expressly limits method of modification. Read more
This webinar will explain the new rules the Department of Health Care Services has released as it struggles to make the trust regulations adopted after OBRA 1993 mesh with no-asset-limits Medi-Cal. Read more
Clients have grown to be more charitably inclined and want to incorporate charitable giving as part of their estate plan. In this episode, we discuss the basics of charitable planning, as we review the ABCs of those great acronyms: the CRUTs, CRATs, and CLATs. Read more
What must be, and what should be included, by the trustee of a trust in an accounting? And, who is entitled to receive what kind of information? In this episode, our guest Denise Riley discusses the details of what is required in an accounting.Ā  Read more

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