Trusts and Estates Section

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.  Read more

The program covers ethics rules and issues litigators should know with a particular focus on the probate practitioner. Read more

This webinar will discuss the California Rules of Professional Conduct (Rules) that create the most challenges for estate planning lawyers ranging from client engagement letters, competence, compensation, confidentiality, conflicts of interest, advance conflict waivers and capacity issues. Read more

Petition to Determine Entitlement to Distribution of Estate – Rights of Assignee Read more

Where no probate estate is opened and the trustee does not elect the optional trust claims procedure, a creditor may file suit to recover on a settlor’s debt from the trust estate without first having to proceed against the settlor’s probate estate. Read more

A civil complaint was “an action to contest a trust” within the meaning of Probate Code section 16061.8 because “the practical effect” of the complaint was a challenge to the validity of the trust instrument, and it was therefore subject to the 120-day deadline. Read more

Caregiver that received free room and board in exchange for care services qualified as a care custodian and the decedent’s donative gift to her was subject to presumption of fraud or undue influence. Read more

This presentation will discuss the unique design of utilizing technology and digital tools to leverage productivity in estate planning law firms. Attendees will learn about platforms for organizing documents, case management systems, and communication tools designed for them. Read more

Join a panel of five esteemed mediators of trust and estate disputes including Honorable James P. Gray (Ret.), Honorable Jamoa A. Moberly (Ret.), Honorable Glen M. Reiser (Ret.), Bette Epstein, Esq. and Bruce S. Ross, Esq., together with moderator Kristin Yokomoto, Esq. as we explore the intricacies of successful mediations. Trust and estate litigation is on the rise and so are the number of disputes being successfully resolved outside of the courtroom through mediation. Unlike other types of disputes, trust and estate fights often involve the break-down of family relationships over inheritances. Read more

The Corporate Transparency Act (CTA) takes effect January 1, 2024. Despite the name, it has broad implications for trusts and estates practice. Read more