California Lawyers Association

Trusts and Estates Section

Updates and events from the Trusts and Estates Section

A “Strategic Lawsuit Against Public Participation,” or SLAPP suit, is a court filing complaining of injury as a result of petitioning the court or free speech activity. A SLAPP suit is controversial. Read more
Join us for the 3rd Annual Financial Elder Abuse Symposium. Read more
Lisa 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. She will also detail what happens to estate tax returns (Form 706) and gift tax returns (Form 709) once it’s submitted to the IRS. Read more
Where a testator’s belief, even if irrational or unfounded, is drawn from facts which are shown to exist, the testator was not acting under an insane delusion Read more
A conservatorship petitioner is not entitled to attorneys’ fees where a conservator is not appointed. Read more
As Baby Boomers age, lawyers increasingly face situations where clients or other parties have questionable mental capacity. What are the governing capacity standards in estate planning and other civil law contexts? Read more
This presentation will cover best practices for handling nonprobate transfers when the documents on file with the bank conflict with the decedent's estate plan. Read more
Substantial evidence supported the trial court’s finding of elder abuse, and the award of double damages for elder financial abuse without a separate finding of bad faith was proper. Read more
Bewildered by Prop.19, so are Assessors. Larry Stone, Silicon Valley’s Assessor, along with Assessment Professionals will discuss the status of implementation by Assessors and the Board of Equalization, including state of urgency legislation. Read more
Summary: Beneficiaries who receive notice of court-ordered mediation and fail to participate are bound by the result. Read more

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