Trusts and Estates Section

Estate, gift, and generation-skipping transfer tax rules are complex and vary depending upon the residency of the taxpayer. Read more

Conflict has increased significantly with a rise in the frequency and severity of accusations, disruptions, and threats, including physical violence. Read more

Supported decision-making as an alternative to the probate conservatorship system. Read more

A personal representative may not represent the estate in propria persona even in the probate action on claims pursued for the benefit of the estate’s beneficiaries. Read more

Client trust accounting is a balancing act. To keep from stumbling over, you have to keep the ledgers up to date, checked and balanced. Read more

Are irrevocable trusts truly irrevocable?  One way to change the terms of an irrevocable trust is by decanting.  In this episode, our guest Michael Rosen-Prinz will be discussing the particulars of California’s decanting statute.  Read more

The seminar will explore effective strategies to use the annual gift tax exclusion to transfer wealth, including direct gifts, gifts to trusts, and best practices when drafting “Crummey” Trusts. Read more

Senate Bill 1005 imposes protective measures that safeguard the sale of a conservatee’s former or current personal residence in a partition action. Read more

Most attorneys are able to identify clients who clearly have mental capacity to make decisions and those who clearly lack such capacity.  But what about the clients in the middle part of the spectrum? Read more

With the Estate Planning, Trust, and Probate Law Specialization Exam right around the corner, the Trust and Estates Section of California Lawyers Association wants to make sure you have everything you need to prepare! Read more