California Lawyers Association

Trusts and Estates Section

Updates and events from the Trusts and Estates Section

Summary: Although the insurance company rejected as technically insufficient the trustor’s beneficiary designation forms naming the trustee as the owner of the policy, the trustor had nevertheless properly gifted the policy to the trust and relinquished all rights to change the beneficiaries. Read more
Summary: German birth certificates offered to show relationship to decedent excluded from evidence due to lack of attestation. Read more
Summary: Trial Court Ruling Imposing Limited Conservatorship Upheld On Appeal Where Finding Was Supported by Substantial Evidence Read more
Earn 7 Hours of MCLE credit; includes Competence Issues and Legal Specialization Friday, March 29, 2019 Loyola Law School Merrifield Hall 919 Albany Street Los Angeles, CA 90015 Register Online Here More Links: Brochure | Reg Form Read more
The Second Annual Financial Elder Abuse Symposium, Earn 7 Hours of MCLE credit; includes Competence Issues and Legal Specialization Read more
Summary: Under the Elder Abuse Act, any person age 65 or older has standing to petition for a restraining order against an individual alleged to have engaged in abusive conduct, as defined by statute, even if there is no special relationship between the alleged abuser and victim, such as a caretaking or custodial relationship. Read more
Summary: Despite the trust’s general provision authorizing retention of trust property, the specific provision requiring the co-trustees to distribute the trust assets after the settlors died and all beneficiaries reached age 30 controlled, although they had discretion over the method of distribution. Read more
Summary: Under the substantial benefit doctrine a probate court may award attorneys’ fees to a litigant whose efforts have resulted in a substantial benefit to other parties, whether such benefits are pecuniary or non-pecuniary. Read more
Register for the Feb. 26 and the Mar. 5 webinars and get 15% off. Click Here to Register Presented by the Taxation and Trusts and Estates Sections This program offers 1 MCLE credit. 1 legal specialization in Estate Planning; Trust & Probate Law. 1 legal specialization in Taxation Law.   This program will provide practitioners with an overview of the income taxation of domestic trusts, tips for minimizing taxes and avoiding traps for the unwary, and updates on recent tax reform, regulations… Read more
Presented by the Taxation and Trusts and Estates Sections Register for the Feb. 26 and the Mar. 5 webinars and get 15% off. Click Here to Register This program offers 1 MCLE credit; 1 legal specialization in Estate Planning; Trust & Probate Law. 1 legal specialization in Taxation Law. You must register in advance to participate. Estate planners who focus primarily on domestic planning often eschew international planning strategies and issues, but in a global society,  it is our growing importance to be… Read more

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