Trusts and Estates Section

Summary: In determining whether a change in ownership that requires reassessment of real property has occurred the inquiry is focused on the transfer of the beneficial, or equitable, ownership of the property, not the transfer of legal title. 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

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: The trial court improperly dismissed for lack of exclusive jurisdiction of the probate court where the decedent’s trust no longer held the property in dispute and his probate had closed in another county 27 years ago. Read more

Summary: The court lacks authority to require a conservatee to receive a visitor against her will and over the objection of the conservator. Read more

Summary: The term “stock” includes all classes of stock for purposes of determining whether a transfer of ownership has occurred. Read more

Summary: Substantial evidence supported the imposition of a limited conservatorship, even under the clarified standard of review for findings requiring clear and convincing evidence Read more

The Executive Committee of the Trusts and Estates Section of the California Lawyers Association is pleased to announce the publication of the Fourth Edition of its popular Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel. Read more

This program will cover the scope of authority granted under powers of attorney; strategies for drafting provisions to meet your clients’ specific needs and to avoid litigation; proper management and administration by agents serving under powers of attorney; and litigation relating to breaches of duties by agents. Read more

Speaker will discuss a framework for addressing and solving property tax issues for clients engaged in estate planning, gifting, and property management. Participants will learn about the impact Proposition 19 will have on property tax rules for transfers of property and reassessment. Read more