Trusts and Estates Section

Join us for The Forty Third Annual Fall Program on Friday, October 25, 2019 in Loma Linda. We have a panel of remarkable speakers and you don't want to miss out! Read more

Summary: Future Distributions of Trust Principal May be Subject to Judgment Creditors When Due and Payable, Regardless of When Petition To Enforce is Filed. 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 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