California Lawyers Association

Trusts and Estates Section

Updates and events from the Trusts and Estates Section

Join us for the 5th Annual Financial Elder Abuse Symposium Read more
CalABLE Accounts offer different benefits to those that qualify than other planning tools such as special needs trusts. Read more
Dr. Linton Mohammed will cover the basics of forensic document examination including when to use a forensic document examiner and the techniques that he uses to catch fraudsters. Read more
Along with answering the question of "what is a trust protector?," this presentation will provide insight into common use cases for trust protectors, best practices when advising trust protectors, and potential liability of trust protectors. Read more
Patrick A. Kohlmann and Vivian L. Thoreen will review recent developments that are most pertinent and relevant to trust and estate attorneys. This includes selected cases of interest from 2021 and 2022, and selected legislation of importance chaptered during this period.  Read more
The speakers will cover aspects of a mediation from the differing perspectives of the mediator, lawyers, and clients. By attending this program, you will gain a better understanding of the various stages of a mediation from a mediator’s perspective, as well as tips for lawyers on negotiating successful dispute outcomes. Read more
The successor trustee was properly surcharged the amount of attorneys’ fees that he paid using trust assets to defend a contest as to the validity of the final amendment to the trust. Read more
Where there is no extrinsic evidence regarding the testators’ intent, courts exercise their independent judgment in interpreting bequests.   Read more
Arbitration agreement was not valid and enforceable against successors-in-interest to a decedent who was without capacity to consent to arbitration when he executed the contract.  Read more
By Kimberly R. McGheeBlack & Headnote:  Designation of Health Care Decisionmakers and Surrogates Summary:  Assembly Bill 2338, passed in 2022, and effective January 1, 2023, confirms the order of priority for health care decisionmakers and authorizes a health care provider or designee of a health care facility caring for the patient to choose a health care decisionmaker for a patient who lacks capacity and has no legally authorized decisionmaker.   Assembly Bill 2338 added a new section 4712 to… Read more

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