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

A skilled nursing facility cannot compel arbitration of claims arising from a principal’s alleged maltreatment, pursuant to a contract signed by a health care agent. Read more

This webinar will touch on the following: Understand what ChatGPT and other generative AI tools are and how they work. Read more

Breslin and Smith and 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