Trusts and Estates Section

Earn 6.5 Hours of MCLE; includes Legal Specialization in Estate Planning, Trust and Probate Law Friday, August 23, 2019 DoubleTree by Hilton San Diego – Mission Valley 7450 Hazard Center Drive San Diego, CA 92108 Register Online Here Schedule | Speakers | Essential Info | Brochure | Registration Info Read more

Earn 6.5 Hours of MCLE; includes Legal Specialization in Estate Planning, Trust and Probate Law Friday, August 23, 2019 DoubleTree by Hilton San Diego – Mission Valley7450 Hazard Center DriveSan Diego, CA 92108 REGISTER ONLINE HERE Schedule | Speakers | Essential Info | Brochure | Registration Info Schedule 8:00 a.m. – 4:15 p.m | Registration and Continental Breakfast Registration open all day 8:30 a.m. – 10:00 a.m. | Session I: Introduction to the Specialization Exam, Its Format, Subjects Covered and… Read more

Summary: Assets in a qualified special needs trust are subject to mandatory payback to the State from the trust’s remainder upon the beneficiary’s death for medical expenses incurred on the beneficiary’s behalf, regardless of whether the beneficiary was under 55 years of age when she received Medi-Cal benefits. Read more

Summary: The Due Process Clause of the Fourteenth Amendment prohibits states from taxing trusts based solely on the in-state residency of trust beneficiaries. Read more

Summary: Administrator removed for 15-year intentional delay in selling estate property and winding up estate affairs, and for bad faith conduct against heirs. Read more

Join us Friday, June 28, 2019 for the Summer Trusts and Estates Education Conference in Sacramento. It'll be a day full of educational opportunities. You don't want to miss out on speakers such as Jeremy Moffitt, Lydia L. Lockett, Ellen McKissock and many more. We want to see you there! Read more

Join us on June 28, 2019 for the 2019 Summer Trusts and Estates Education Conference in Sacramento. Read more

Summary: A living trust may be considered a “person” for purposes of a partnership, and may associate in a partnership in place of an individual. Read more

Summary: No contest clauses are enforceable against both contestants and respondents in a trust contest, depending on the circumstances; the anti-SLAPP statute applies to no-contest-clause-enforcement petitions, but the litigation privilege may not be used to defeat them. Read more

Summary: Biological Child of a Decedent Who Died Intestate Has No Standing to Pursue a Wrongful Death Action Where Status as Intestate Heir Cannot Be Established. Read more